Jennifer Marlowe
Jennifer Marlowe is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 24 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
231 S La Salle St # 13, 13th Floor, Chicago, IL, 60604
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Regulatory History (1)
Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Jennifer is affiliated with Wintrust Investments Insurance Agency selling non-variable insurance, dedicating a few hours per week. She also operates her LPL business under the DBA Wintrust Investments full-time, and owns VMC3 LLC, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Wachovia Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations48 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.