Jacob Rosenberg is a PFS-designated registered investment advisor at LPL Financial LLC, based in Lakewood, NJ, 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
1515 Pine Street Ste 250, Lakewood, NJ, 08701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is involved with Bernath & Rosenberg P.C. for tax preparation, accounting, and CPA services, and also as a DBA for LPL business, activities that started in 1986 and take about 10-20% of his time. He is also involved with Milvado Wealth Advisors LLC as a DBA for LPL business, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations17 states
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