Justin Jones
Justin Jones is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Franklin, TN, 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
2550 Meridian Blvd, Ste 274, Franklin, TN, 37067
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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 ActivitiesSells Insurance
Justin is affiliated with Bankers Life & Casualty, where he recruits and trains insurance agents. He is also appointed with KFA through BLC, enabling agents to sell various insurance products, including Medicare Supplement, annuities, life insurance, health, and LTC; this takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Transamerica Capital, INC.Broker
Jackson National Life Distributors, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
State Registrations20 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.