Jennifer Desanto
Jennifer Desanto is a registered investment advisor at LPL Financial LLC, based in Porter Ranch, CA, with 23 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
19765 Rinaldi St Suite B, Porter Ranch, CA, 91326
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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 operates under the DBA Logix Financial Services for her LPL business since 2018. She also engages in non-variable insurance activities, dedicating about 10-20% of her time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Citicorp Investment Services
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations13 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.