Jennifer Langstaff
Jennifer Langstaff is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Paso Roble, CA, with 30 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
565 8th St, 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 NetworkBroker
Commonwealth Financial Network
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations12 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.