Jack Murray is a registered investment advisor at LPL Financial LLC, based in Bozeman, MT, 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
202 W Main St, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jack operates his LPL business under First Interstate Investment Services and fulfills financial institution duties at First Interstate Bank, dedicating nearly full-time hours to the bank. He also manages LJW Holdings LLC and JCM Montana LLC for tax/investment purposes and real estate rental, respectively, and 444 Holdings LLC, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Fintegra Financial Solutions
Fintegra, LLCBroker
Afs Brokerage, INC.Broker
State Registrations13 states
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