KJ
KJ

Kenneth Jacobsen

31 Years of Experience
Seaford, NY
BrokerSells Insurance

Kenneth Jacobsen is a registered investment advisor at LPL Financial LLC, based in Seaford, NY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2234 Jackson Ave 2nd Fl, Seaford, NY, 11783

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kenneth is a business owner involved in "It's Never OK Training" since January 2023, dedicating minimal time. He also engages in non-variable insurance activities since January 2025, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Edward JonesBroker
March 2007 - January 2011 · 3 yrs 10 mos
First Options of Chicago, INC.Broker
March 2002 - June 2004 · 2 yrs 3 mos
Goldman Sachs Execution & Clearing, L.P.Broker
January 1993 - February 2006 · 13 yrs 1 mo
State Registrations5 states
AZFLNVNYPA
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.
Kenneth Jacobsen - Financial Advisor | TrueAdvisor