Jean Crossley is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 36 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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.
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Jean owns rental property since 2019, spending minimal time managing it. She is also the 2024 Board President of Crystal Beach Property Owners Association, dedicating a few hours per week to this volunteer position.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations13 states
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