Karen Jaber
Karen Jaber is a registered investment advisor at LPL Financial LLC, based in Mill Valley, 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
Mill Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karen is an insurance agent selling accident & health, life, and variable insurance. She also spends about 10-20% of her time planning fitness events and coordinating hotels/speakers for Embley Fitness and Successfully Aging.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Gbs Advisors
Gbs Financial CORP.Broker
Gbs Advisors
Western International Securities, INC.Broker
Gbs Advisors
Gbs Financial CORP.Broker
Wedbush Morgan Securities INC.
Wedbush Morgan Securities INC.Broker
First Wall Street CORP.Broker
Transglobal Capital CorporationBroker
Waldron & CO., INC.Broker
Interfirst Capital CorporationBroker
State Registrations13 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.