Jerod Cook is a registered investment advisor at LPL Financial LLC, based in Dublin, OH, with 24 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
5990 Venture Drive, Suite B, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerod operates as Dublin Capital Management LLC, a DBA for his LPL business, dedicating full-time hours to it. He also has a seller-financed business loan and serves as a non-profit board member for Union Rural Electric, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
First Investors CorporationBroker
State Registrations10 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.