John Garretson
John Garretson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kenilworth, NJ, with 42 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
44 South 21st Street, Suite B, Kenilworth, NJ, 07033
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1992Other Business Activities
John is a business owner for GF college financial aid and co-owner of Orange Ave Assoc., a real estate rental company, dedicating minimal time and about 10-20% of his time respectively. He also operates Garretson Financial as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
State Registrations19 states
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.