JB
JB

John Bohinski

25 Years of Experience
Red Bank, NJ
BrokerSells Insurance

John Bohinski is a registered investment advisor at LPL Financial LLC, based in Red Bank, NJ, 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

331 Newman Springs Rd, Bldg 1 Ste 143 4th Fl Ofc 112, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is part owner of WEF Brokerage Specialists, LLC, a P&C insurance agency, dedicating a few hours per week. He is also an agent selling various insurance products, including title, P&C, Medicare Supplement, fixed annuities, long-term care, and health insurance, spending a few hours per week. Brokerage Professionals is a business entity for tax/investment purposes only.

Employment History
Current Registrations
LPL Financial LLC
May 2023 - Present · 3 yrs
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Cetera Advisors LLC
October 2016 - May 2023 · 6 yrs 7 mos
Cetera Advisors LLCBroker
October 2016 - May 2023 · 6 yrs 7 mos
Investors Capital Advisory
January 2006 - October 2016 · 10 yrs 9 mos
Investors Capital CORP.Broker
September 2005 - October 2016 · 11 yrs 1 mo
Walnut Street Securities, INC.Broker
November 2002 - September 2004 · 1 yr 10 mos
Nathan & Lewis Securities, INC.Broker
November 2002 - August 2003 · 9 mos
Metlife Securities INC.Broker
April 2002 - September 2004 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
April 2002 - September 2004 · 2 yrs 5 mos
John Hancock Funds, INC.Broker
February 2000 - June 2000 · 4 mos
Signator Investors, INC.Broker
May 1998 - February 2000 · 1 yr 9 mos
Essex National Securities, INC.Broker
September 1997 - April 1998 · 7 mos
State Registrations10 states
AZDEFLGANCNJNYPARIVA
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.