Jennifer Langstaff
Jennifer Langstaff is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Paso Roble, CA, with 31 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
565 8th Street, Paso Roble, CA, 93446
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2015Customer Dispute
April 2013Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Jennifer co-owns two rental properties in Paso Robles, CA, dedicating minimal time to each. She also sells fixed insurance and is a co-owner of Legacy Retirement Advisors, which facilitates securities, advisory, and insurance business, taking up all of Jennifer's time.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations2 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
More Advisors
- Ryan LangstaffCommonwealth Financial Network