Patricia Jones
Patricia Jones is a registered investment advisor at LPL Financial LLC, based in Minneapolis, MN, 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
4748 Chicago Ave South, Minneapolis, MN, 55407
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Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Patricia operates under two DBAs for her LPL business: Jones Financial Consulting Group (since 2012, full-time) and Jones Financial Group, Inc. (since 2013, about 10% - 20% of her time) where she is the President.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Edward Jones
Edward JonesBroker
Linsco/private Ledger CORP.Broker
State Registrations16 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.