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Jennifer Johnson

20 Years of Experience
Crystal Lake, IL
BrokerSells Insurance

Jennifer Johnson is a registered investment advisor at LPL Financial LLC, based in Crystal Lake, IL, with 20 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.

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Location

413 E Terra Cotta Ave, Crystal Lake, IL, 60014

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jennifer is involved in several business activities, including serving as a board member for multiple entities and owning business entities for tax and investment purposes. She also engages in non-variable insurance activities.

Employment History
Current Registrations
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2009 - October 2018 · 9 yrs
Cetera Advisor Networks LLCBroker
December 2007 - October 2018 · 10 yrs 10 mos
Financial Network Investment Corporation
October 2005 - December 2005 · 2 mos
Financial Network Investment CorporationBroker
July 2003 - December 2005 · 2 yrs 5 mos
State Registrations11 states
AZCOFLIAILMNNCSCTNTXWI
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.