Jennifer Siefring
Jennifer Siefring is a registered investment advisor at LPL Financial LLC, based in Casstown, OH, with 22 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
Casstown, OH
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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
Jennifer is involved with non-variable insurance through J.S. Wealth Advisors, dedicating minimal time to it. She also operates under the DBA J.S. Wealth Advisors for her LPL business, spending nearly full-time on this activity, and serves as a notary public, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Dean Investments
Dean Financial Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The O.N. Equity Sales CompanyBroker
Aetna Investment Services, LLCBroker
Aetna Investment Services, LLCBroker
State Registrations7 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.