Jerald Aloof
Jerald Aloof is a registered investment advisor at LPL Financial LLC, based in East Windsor, NJ, with 39 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
East Windsor, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business Activities
Jerald operates under the DBAs JL Aloof Financial Services and Mattos Capital Management LLC for his LPL business. He also has a book, unrelated to investments, which requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations15 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.