JE
JE

Jennifer Eilers

25 Years of Experience
Winnetka, IL
1 DisclosureBroker

Jennifer Eilers is a registered investment advisor at LPL Financial LLC, based in Winnetka, IL, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

520 Green Bay Road, Winnetka, IL, 60093

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2025
Pending
Other Business Activities

Jennifer operates under the DBA BMO Investment Services for her LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
BMO Harris Financial Advisors, INC
February 2021 - March 2021 · 1 mo
BMO Harris Financial Advisors, INC.Broker
February 2021 - March 2021 · 1 mo
Park Avenue Securities LLC
November 2020 - February 2021 · 3 mos
Park Avenue Securities LLCBroker
November 2020 - February 2021 · 3 mos
Robert W. Baird & CO. IncorporatedBroker
September 2018 - October 2020 · 2 yrs 1 mo
Robert W. Baird & CO. Incorporated
September 2018 - October 2020 · 2 yrs 1 mo
Morgan Stanley
June 2018 - August 2018 · 2 mos
Morgan StanleyBroker
May 2018 - August 2018 · 3 mos
Ameriprise Financial Services, INC.
November 1998 - August 2011 · 12 yrs 9 mos
Ameriprise Financial Services, INC.Broker
December 1993 - August 2011 · 17 yrs 8 mos
Ids Life Insurance CompanyBroker
December 1993 - July 2006 · 12 yrs 7 mos
State Registrations13 states
ALCACOFLGAILMINCOHSCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.