JM
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Jessyca Miller

25 Years of Experience
Ft. Worth, TX
1 DisclosureBrokerSells Insurance

Jessyca Miller is a registered investment advisor at LPL Financial LLC, based in Ft. Worth, TX, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1200 Summit Ave Ste 502, Ft. Worth, TX, 76102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Closed-No Action
Other Business ActivitiesSells Insurance

Jessyca operates Caprock Wealth Advisors, LLC and Thirteen Twenty-Two Advisors as DBAs for her LPL business. She also works with Highland Capital Brokerage, Simplicity Life, and Liberty Bankers Insurance Group selling non-variable insurance products, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
August 2015 - Present · 10 yrs 9 mos
LPL Financial LLCBroker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2015 · 2 yrs 3 mos
Bbva Wealth Solutions INC.
June 2012 - August 2015 · 3 yrs 2 mos
Bbva Compass Investment Solutions, INCBroker
February 2010 - May 2013 · 3 yrs 3 mos
Guaranty Brokerage Services, INC.Broker
July 2001 - December 2009 · 8 yrs 5 mos
Capital Brokerage CorporationBroker
July 2001 - July 2001 · 0 mos
Allfirst Brokerage CorporationBroker
January 2000 - May 2001 · 1 yr 4 mos
State Registrations10 states
AKARAZFLMDNCOKORPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.