Jan Jumet is a registered investment advisor at LPL Financial LLC, based in Beaver Falls, PA, with 21 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
1326 8th Ave, Beaver Falls, PA, 15010
Get directionsHistory
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 Activities
Jan is involved with Jumet Financial, LLC and Western Wealth Advisors/Management, LLC, providing investment advisory services and acting as an IAR. Jan also owns and manages several real estate rental properties and serves as a non-profit board member for the City of Beaver Falls.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Gallacher Capital Management, LLC
LPL Financial LLC
Babson Capital Securities INCBroker
Mellon Funds Distributor, L.P.Broker
Dreyfus Service CorporationBroker
State Registrations22 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.