Jack Monaghan
Jack Monaghan is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 25 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
111 S. Post Street, Ste 2295, Spokane, WA, 99201
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Jack recommends and places insurance and fixed annuity business through JM Wealth Management, dedicating about 10-20% of his time. He is also a member of Lofty Goals Aviation, LLC, formed for buying and operating an airplane, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Waddell & Reed, INC.Broker
State Registrations3 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.