Jimmy Wong is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 40 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
1300 E. Shaw Ave. #130, Fresno, CA, 93710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jimmy operates Ivory Global Capital Group as a DBA for his LPL business and as a Registered Investment Advisor, dedicating about half of his time to these activities. He also owns rental property in Fresno, CA, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Jsw Global Capital Group
Previous Registrations
Crown Capital Securities, L.P.Broker
Securities America, INC.Broker
Eplanning Securities, INC.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Pebsco Securities CORP.Broker
Value Equities CorporationBroker
Associated Planners Securities CorporationBroker
State Registrations11 states
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