Jessica Strini is a registered investment advisor at LPL Financial LLC, based in Racine, WI, 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
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
1014 Layard Ave, Racine, WI, 53402
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
September 2008Other Business Activities
Jessica has outside W-2 employment at The Rave in Milwaukee, WI, since May 2024. This takes about a quarter of her time and does not occur during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
M&i Financial Advisors, INC.
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 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.