John Jordan is a registered investment advisor at LPL Financial LLC, based in Edina, MN, with 20 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
4450 W 76th St, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John operates under several DBAs for his LPL business, including "Financial" and "Wealth Management at Royal Credit Union". He dedicates full-time hours to Wealth Management at Royal Credit Union.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Wells Fargo Investments, LLCBroker
Private Financial SecuritiesBroker
W. S. Griffith & CO., INC.Broker
State Registrations8 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.