John Lohrenz
John Lohrenz is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
731 S Highway 101 Ste 2-K, San Diego, CA, 92075
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 1999Customer Dispute
October 1997Other Business Activities
John operates JKL Wealth Management as a DBA for LPL business, dedicating about 10-20% of his time. He also has several business entities for tax/investment purposes and acts in a fiduciary capacity for a charitable trust. John spends minimal time writing a book.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations18 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.
Exams
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