Jill Lukehart is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
16789 Bernardo Center Dr, San Diego, CA, 92128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jill is involved with Lucia Capital Group, Lucia Securities LLC, and LCG Financial Partners, all investment-related. These activities collectively take about half of Jill's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lucia Capital Group
Lucia Securities, LLCBroker
Financial Advisers of America, LLCBroker
Girard Securities, INC.Broker
Spelman & CO., INC.Broker
Sentra Securities CorporationBroker
Stock USA, INC.Broker
Spectrum Securities, INC.Broker
Spelman & CO., INC.Broker
Girard Securities, INC.Broker
Sentra Securities CorporationBroker
Linsco/private Ledger CORP.Broker
First Imperial Investor Services, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.