RJ
RJ

Ronald Jurczynski

22 Years of Experience
Sheffield Village, OH
BrokerSells Insurance

Ronald Jurczynski is a registered investment advisor at LPL Financial LLC, based in Sheffield Village, OH, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5058 Waterford Drive, Sheffield Village, OH, 44035

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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

Ronald operates his LPL business through Strata Financial Group LLC, dedicating nearly full-time hours to it. He also owns Allbucks Properties LLC for tax/investment purposes and works as an insurance agent, spending a few hours per week on insurance-related activities.

Employment History
Current Registrations
LPL Financial LLC
November 2024 - Present · 1 yr 6 mos
LPL Financial LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.
June 2021 - November 2024 · 3 yrs 5 mos
Harrington Asset Management INC
November 2003 - January 2023 · 19 yrs 2 mos
Osaic Wealth, INC.Broker
August 2003 - November 2024 · 21 yrs 3 mos
State Registrations8 states
CACOFLILMINCOHPA
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.