Jane Iademarco is a registered investment advisor at LPL Financial LLC, based in Perkasie, PA, with 19 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
1000 E Walnut St Ste 502, Perkasie, PA, 18944-5463
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jane operates RWC Investment Management, LLC as a DBA for her LPL business. She also owns Soul Flower Arts, an internet store selling her art, and receives a portion of sales from Clayratstudio, a local gallery; these activities take about 10% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Burke, Lawton, Brewer & BurkeBroker
State Registrations9 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.