Jaime Llerenas
Jaime Llerenas is a registered investment advisor at LPL Enterprise, LLC, based in San Antonio, TX, with 20 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
San Antonio, TX
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Regulatory History (4)
Financial
February 2020Financial
August 2018Financial
January 2017Financial
July 2016Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Intercontinental Wealth Advisors, LLC
Intercontinental Asset Management Group, LTD.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Park Avenue Securities LLCBroker
Nationwide Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations4 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.