Jordan Kraus
Jordan Kraus is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rockville, MD, 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
5870 Hubbard Drive, Rockville, MD, 20852
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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 ActivitiesSells Insurance
Jordan operates Vintage Financial Partners as a DBA for their LPL business, dedicating full-time hours to it. Jordan also engages in real estate rental through VRP, LLC, and works with MedicarePhD as an insurance agent, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD
LPL Financial LLC
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations31 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.