Keith Jones is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, with 33 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
2625 Butterfield Rd Ste 105S, Oak Brook, IL, 60523
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Regulatory History (1)
Regulatory
February 1999Other Business Activities
Keith has been involved in tax preparation, accounting, and CPA services through RE-DIRECT Financial Services since 1991, dedicating a few hours per week. He also acts in a fiduciary capacity for The Jones Trust #1234 since 1993, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Waterstone Financial Group, INC.Broker
Re-Direct Securities CORP
Re-Direct Securities CORPBroker
Long Grove Trading CO.Broker
State Registrations12 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.