Jennifer Ahern
Jennifer Ahern is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 27 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
23 Corporate Plaza, Sute 242, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is the president of a charity, Opportunities for Orphans, and operates several DBAs for her LPL business, including Tryon & Co., Harmony Financial Strategies, STARCARE, and STARCARE Associates. She also provides mortgage/real estate services and is involved with Agency One, selling various types of insurance, and has a business called JENNIFER AHERN.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations36 states
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