Jennifer Daknis
Jennifer Daknis is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 26 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
325 Mclaws Circle Ste 2, Williamsburg, VA, 23185-6341
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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 non-variable insurance products, including life, health, long-term care, and fixed annuities, dedicating minimal time to this activity. She also operates Point Comfort Wealth Management as a DBA for her LPL business and owns rental real estate, but spends no time on either.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Micg Investment Management
Micg Investment Management, LLCBroker
First Union Securities, INC.Broker
First Investors CorporationBroker
State Registrations28 states
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