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JJ
ChFC
JJ
ChFC

Justin Jones

LPL Financial LLC
23 Years of Experience
Brentwood, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Justin Jones is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Brentwood, TN, with 23 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5205 Maryland Way, Ste 100, Brentwood, TN, 37027

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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

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
October 2025 - Present · 1 yr
LPL Financial LLC
October 2025 - Present · 1 yr
Previous Registrations
Bankers Life Advisory Services, INC.
April 2017 - October 2025 · 8 yrs 6 mos
Bankers Life Securities, INC.Broker
May 2016 - October 2025 · 9 yrs 5 mos
Proequities, INC.Broker
February 2013 - May 2016 · 3 yrs 3 mos
Hornor, Townsend & Kent, INC.Broker
January 2007 - December 2012 · 5 yrs 11 mos
Transamerica Capital, INC.Broker
December 2005 - January 2007 · 1 yr 1 mo
Jackson National Life Distributors, INC.Broker
July 2004 - November 2005 · 1 yr 4 mos
Suntrust Securities, INC.
April 2003 - July 2004 · 1 yr 3 mos
Suntrust Securities, INC.Broker
February 2003 - July 2004 · 1 yr 5 mos
State Registrations22 states
ALCACODEFLGAILINKYMAMDMIMNMOMSNMNYPASCTNTXWI
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.
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