VJ
VJ

Virginia Jamka

24 Years of Experience
Sierra Vista, AZ
4 DisclosuresBrokerSells Insurance

Virginia Jamka is a registered investment advisor at LPL Financial LLC, based in Sierra Vista, AZ, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

2365 E. Fry Blvd, Sierra Vista, AZ, 85635

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023
Denied
Customer Dispute
March 2017
Denied
Customer Dispute
October 2011
Closed-No Action
Customer Dispute
May 2008
Denied
Other Business ActivitiesSells Insurance

Virginia operates Jamka Wealth Navigation as a DBA for her LPL business and as a pass-through entity for commissions. She also sells fixed annuities, long-term care, and life insurance through Crump, dedicating about a quarter of her time to this activity.

Employment History
Current Registrations
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
PNC Investments
August 2021 - December 2023 · 2 yrs 4 mos
PNC InvestmentsBroker
August 2021 - December 2023 · 2 yrs 4 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
October 2010 - August 2021 · 10 yrs 10 mos
St Johns Wealth Management
July 2010 - October 2010 · 3 mos
Bbva Compass Investment Solutions, INCBroker
August 2001 - May 2013 · 11 yrs 9 mos
State Registrations35 states
AKAZCACOCTDEFLGAHIIAILKSKYMAMDMEMIMOMTNCNENHNMNVOHOKORPASCTXVAWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Virginia Jamka - Financial Advisor | TrueAdvisor