Jennifer D'amico is a registered investment advisor at LPL Financial LLC, based in Oceanside, CA, with 22 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
Oceanside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates Gladstone Wealth Partners and Waypoint Financial Advisors as DBAs for her LPL business, dedicating full-time hours to these investment-related activities. She also owns JD Consulting, a non-investment related business, spending about 10-20% of her time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gladstone Wealth Group
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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