Patricia Jones
Patricia Jones is a registered investment advisor at LPL Financial LLC, based in Minneapolis, MN, with 25 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4748 Chicago Ave South, Minneapolis, MN, 55407
Get directionsHistory
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 Registrations17 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.
Exams
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