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CFP
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CFP

Jerry Christian

LPL Financial LLC
42 Years of Experience
Jefferson City, MO
Broker
View SEC Summary
View SEC Summary

Jerry Christian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, with 42 years of industry experience. Jerry 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
—
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Location

3407 Knipp Drive, Jefferson City, MO, 65109

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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 Activities

Jerry operates his LPL business under the name Nicklas Financial. He also owns rental real estate in San Fernando, CA since 2017.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2020 - Present · 6 yrs 6 mos
LPL Financial LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
October 2005 - April 2020 · 14 yrs 6 mos
Securities America, INC.Broker
October 2005 - April 2020 · 14 yrs 6 mos
Walnut Street Advisers INC
August 2005 - October 2005 · 2 mos
Walnut Street Securities, INC.Broker
March 1990 - October 2005 · 15 yrs 7 mos
Royal Alliance Associates, INC.Broker
November 1989 - March 1990 · 4 mos
Integrated Resources Equity CorporationBroker
May 1988 - November 1989 · 1 yr 6 mos
Marketing One Securities, INC.Broker
November 1986 - May 1988 · 1 yr 6 mos
Integrated Resources Equity CorporationBroker
August 1984 - November 1989 · 5 yrs 3 mos
State Registrations15 states
ARAZCACOFLIAKSLAMNMOSCSDTNTXVA
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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