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ChFC

John Jaicks

LPL Financial LLC
34 Years of Experience
Park City, UT
1 DisclosureBroker
View SEC Summary
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John Jaicks is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Park City, UT, with 34 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Park City, UT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a financial advisor with S3 Retirement Planning since 2018 and a member/manager of Silver Creek Management, LLC since 2018, dedicating about 10-20% of his time to the latter. He is also a registered representative of International Assets Advisory, LLC, spending about 10% of his time on this role during trading hours.

Employment History
Current Registrations
LPL Financial LLC
July 2026 - Present · 3 mos
LPL Financial LLCBroker
July 2026 - Present · 3 mos
Oneseven
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
International Assets Advisory, LLCBroker
June 2018 - August 2026 · 8 yrs 2 mos
Lefavi Wealth Management
May 2015 - June 2018 · 3 yrs 1 mo
Lefavi Wealth Management
August 2007 - December 2013 · 6 yrs 4 mos
Bruce A. Lefavi Securities, INC.Broker
August 2007 - June 2018 · 10 yrs 10 mos
H&r Block Financial Advisors, INC.
November 2004 - August 2007 · 2 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
November 2004 - August 2007 · 2 yrs 9 mos
Century Securities Associates INC
January 2003 - November 2004 · 1 yr 10 mos
Century Securities Associates, INC.Broker
November 2001 - November 2004 · 3 yrs
Morgan Stanley Dw INC.Broker
June 1998 - December 2001 · 3 yrs 6 mos
First Security Investor Services, INC.Broker
May 1994 - June 1998 · 4 yrs 1 mo
Natwest Investor Services CorporationBroker
March 1992 - January 1994 · 1 yr 10 mos
State Registrations9 states
AZCAFLIDNYTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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