Jane-Ellen Porter-Stefanowicz
Jane-Ellen Porter-Stefanowicz is a registered investment advisor at LPL Financial LLC, based in Monroe, CT, 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
401 Monroe Turnpike, Monroe, CT, 06468
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Jane-Ellen is a Regional Sales Manager for Wilmington Advisors @ M&T, a DBA for her LPL business. This investment-related activity takes nearly all of Jane-Ellen's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
People's United Advisors, INC.
Chittenden Securities
Chittenden Securities, LLC.Broker
People's Securities, INC.
People's Securities, INC.Broker
State Registrations11 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.