Jay Desimone
Jay Desimone is a registered investment advisor at LPL Financial LLC, based in Marysville, CA, with 22 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
Marysville, CA
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Jay operates Desminoe Financial and Insurance Services as a DBA for his LPL business since 1998. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Bcn Financial, INC.
Bcn Financial
Quest Securities, INC.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.