Ian Jones
Ian Jones is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, with 27 years of industry experience. Ian 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
3366 N Torrey Pines Ct Ste 314, La Jolla, CA, 92037-1023
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Ian operates under the DBA The Wealth Consulting Group for his LPL business since 2019. He also engages in non-variable insurance activities and is involved with ESGology, Inc. for tax/investment purposes, dedicating full-time hours to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
Gsg Securities, INC.Broker
State Registrations10 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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