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Gerald Jamgochian

LPL Financial LLC
42 Years of Experience
North Reading, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Gerald Jamgochian is a registered investment advisor at LPL Financial LLC, based in North Reading, MA, with 42 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

350 Park St Ste 104, North Reading, MA, 01864

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerald sells life insurance, dedicating about half their time to this activity. Gerald also owns rental real estate and operates GEM Wealth Management as a DBA for their LPL business, spending about a quarter of their time on the latter.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
March 2007 - December 2017 · 10 yrs 9 mos
National Planning CorporationBroker
March 2006 - November 2017 · 11 yrs 8 mos
Jefferson Pilot Securities CORP
June 2005 - April 2006 · 10 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - April 2006 · 5 yrs 9 mos
Polaris Financial Services, INC.Broker
July 1990 - July 2000 · 10 yrs
Polaris Financial Services, INC.Broker
June 1990 - July 1990 · 1 mo
First Hanover Securities, INC.Broker
June 1986 - July 1990 · 4 yrs 1 mo
Cardell & Associates, IncorporatedBroker
January 1985 - June 1986 · 1 yr 5 mos
Amfire, INC.Broker
December 1983 - December 1984 · 1 yr
State Registrations5 states
FLMANHTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Gerald Jamgochian - Financial Advisor | TrueAdvisor