Eric Jenson
Eric Jenson is a registered investment advisor at LPL Financial LLC, based in San Clemente, CA, 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
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
1201 Puerta Del Sol #334, San Clemente, CA, 92673
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2021Customer Dispute
June 2002Customer Dispute
May 2001Customer Dispute
May 2001Other Business ActivitiesSells Insurance
Eric operates under Priority Wealth Partners and Gladstone Wealth Partners as DBAs for his LPL business. He also spends a few hours per week with One Resource Group, selling non-variable insurance, and about three-quarters of his time with Jenson and Associates, Inc., a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations18 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.