John Lohrenz
John Lohrenz is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 32 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
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 Registrations17 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.