Jennifer Jorgenson
Jennifer Jorgenson is a registered investment advisor at LPL Financial LLC, based in San Rafael, CA, with 25 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer sells life, health, and annuity insurance products as an insurance agent, dedicating a few hours per week. She also works as a retirement plan consultant for Sageview Advisory Group, LLC, spending about a quarter of her time on wealth management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Global Retirement Partners LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Sageview Advisory Group, LLC
Triad Advisors LLCBroker
Resources Investment Advisors
Resources Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
NFP Securities, INC.Broker
Ing Financial Partners, INC.Broker
Capital Management Securities, INC.Broker
First Union Securities, INC.Broker
State Registrations3 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.