Matthew Jennings
Matthew Jennings is a registered investment advisor at LPL Financial LLC, based in Forest City, IA, with 38 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
245 East J Street, Forest City, IA, 50436
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew operates several businesses, including DBAs for his LPL business, Jennings & Financial Group LLC where he sells life, LTC, disability, and fixed annuities (full-time), and Matthew Jennings Farmland, a real estate rental business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Eagle One Investments, LLC
Eagle One Investments, LLCBroker
Ameritas Investment CORP.Broker
Princor Financial Services CorporationBroker
Tri-Merica Securities CorporationBroker
B.C. Christopher Securities CO.Broker
Tri-Merica Securities CorporationBroker
State Registrations17 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.