Jerome Wojnicki
Jerome Wojnicki is a registered investment advisor at LPL Financial LLC, based in Buffalo, NY, with 34 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
One Fountain Plz 10th Flr, Buffalo, NY, 14203
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1997Other Business Activities
Jerome is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Quick & Reilly, INC.Broker
Painewebber IncorporatedBroker
M&t Securities, INC.Broker
Olde Discount CorporationBroker
Thomas James Associates, INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations1 state
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.