John Callan
John Callan is a registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 23 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
1100 Lincoln Ave Ste 271, San Jose, CA, 95125-3001
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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
John is involved in non-variable insurance since 2003 and acts as co-trustee for the Callan Family Trust, dedicating minimal time to this role. He also operates under the DBAs JLC Wealth Management and Callan and Lindahl Wealth Management, offering fixed life insurance and fixed annuities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 states
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