Jill Peterson is a registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 20 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
6050 S Holly St, Greenwood Village, CO, 80111
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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 Activities
Jill is involved in several business activities, including Plamor Investment Company LLLP (since 2000), BMO Bank NA (since 2023), 3-P's LLC (since 2013), Pedicord Mineral LLC (since 2018), and BMO Investment Services. Some of these activities are investment-related, while others are business entities for tax/investment purposes or business ownership.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
Banc One Securities CorporationBroker
State Registrations1 state
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