JD
JD

Jennifer Danko

28 Years of Experience
Parma Heights, OH
1 DisclosureBroker

Jennifer Danko is a registered investment advisor at LPL Financial LLC, based in Parma Heights, OH, with 28 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

6290 Pearl Road, Parma Heights, OH, 44130

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2013
Denied
Other Business Activities

Jennifer operates under the DBA Flagstar Wealth Services for her LPL business. This activity is investment-related and conducted at her reported business location.

Employment History
Current Registrations
LPL Financial LLC
March 2010 - Present · 16 yrs 2 mos
LPL Financial LLCBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Amtrust Investment Services, INC.
May 2009 - March 2010 · 10 mos
Amtrust Investment Services, INC.Broker
May 2009 - March 2010 · 10 mos
Key Investment Services LLCBroker
April 2009 - May 2009 · 1 mo
Amtrust Investment Services, INC.
August 2001 - March 2009 · 7 yrs 7 mos
Amtrust Investment Services, INC.Broker
March 1997 - March 2009 · 12 yrs
State Registrations10 states
CAFLGAMINCNHNYOHPAVA
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.