Jess Hansen is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, 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
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
One South Main Street, Salt Lake City, UT, 84133
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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.
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Jess is involved with several "DBA for LPL Business" entities, including Zions Wealth Advisors, Vectra Wealth Advisors, Amegy Wealth Advisors, NBAZ Wealth Advisors, CB&T Wealth Advisors, NSB Wealth Advisors, and related Wealth Select Teams. Jess also teaches online courses for Brigham Young University, dedicating about a quarter of their time, and has a financial institution duty at ZB, N.A., taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations39 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.