Anthony Jovanovich
Anthony Jovanovich is a registered investment advisor at LPL Financial LLC, based in Dekalb, IL, with 28 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Dekalb, IL
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2025Customer Dispute
March 2025Customer Dispute
January 2024Customer Dispute
December 2023Other Business Activities
Anthony operates under the DBA Wintrust Investments for his LPL business, dedicating full-time hours to it. He also owns JoJoEnterprises LLC and coaches for the Professional Bowlers Association, spending about 10-20% of his time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wintrust Investments LLCBroker
Wintrust Investments
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Associated Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations25 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
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