Jessica Abrego is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Swbc Investment Company
Swbc Investment Services, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Fsc Securities Corporation
Royal Alliance Associates, INC.
Sagepoint Financial, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Citicorp Investment ServicesBroker
State Registrations51 states
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