Stephen Jackson
Stephen Jackson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 30 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (1)
Criminal
January 2013Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Eplanning Advisors INC
Eplanning Securities, INC.Broker
Emerson Equity LLCBroker
Diversified Financial Advisors
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Raymond James Financial Services, INC.Broker
Piper Jaffray INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations5 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.