John Jawor
John Jawor is a registered investment advisor at LPL Financial LLC, based in Sturbridge, MA, with 30 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
200 Charlton Road, Ste B, Sturbridge, MA, 01566
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Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
John sells fixed insurance and fixed annuities since 2007, dedicating minimal time. He also engages in other business activities, including furniture sales and operating as The Capstone Planning Group, a DBA for his LPL business, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
First Investors CorporationBroker
State Registrations14 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.