Dennis Jackson
Dennis Jackson is a registered investment advisor at LPL Financial LLC, based in Broadview Heights, OH, with 24 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
20 Eagle Valley Court, Broadview Heights, OH, 44147
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Dennis owns rental real estate properties and a sailboat rental business. He also operates under the DBA Dennis C Jackson Agency for his LPL business and provides legal services through Dennis C Jackson Co LPA, dedicating a significant portion of his time to this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Questar Capital CorporationBroker
Legacy Financial Services, INC.Broker
Prime Capital Services, INC.Broker
State Registrations1 state
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.
Exams
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