Jennifer Crisologo
Jennifer Crisologo is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 20 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
2999 Douglas Blvd Suite 180, Roseville, CA, 95661
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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
Jennifer is involved in several business activities, including non-variable insurance sales since 2014 and real estate rental. She also dedicates time to various DBAs for her LPL business and is the President, Owner, Agent, and Producer for Rockwell Benefits Insurance Agency, spending about a few hours per week on the insurance agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 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.