Joseph Jones is a registered investment advisor at LPL Financial LLC, based in Powderly, KY, with 37 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
1000 Medical Center Drive, Powderly, KY, 42367
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Regulatory History (1)
Customer Dispute
April 2006Other Business Activities
Joseph has DBAs for his LPL business under Old National Investments and Old National Wealth Advisors. He also has a financial institution duty at Old National Bank, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Onb Investment Services, INC.Broker
Onb Investment Services,inc.
Jefferson Pilot Securities CorporationBroker
Fifth Third Securities, INC.Broker
New England SecuritiesBroker
State Registrations6 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.