JL
JL

Jennifer Lowden

15 Years of Experience
Quarryville, PA
4 DisclosuresBroker

Jennifer Lowden is a registered investment advisor at LPL Financial LLC, based in Quarryville, PA, with 15 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

203 Commerce Dr Ste B, Quarryville, PA, 17566

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2019
Final
Financial
October 2019
Final
Financial
April 2018
Final
Financial
June 2017
Final
Other Business Activities

Jennifer operates Fisher Wealth Management Group as a DBA for her LPL business, dedicating full-time hours to securities trading. She also works as a Notary Public, notarizing forms for clients, which takes minimal time.

Employment History
Current Registrations
LPL Financial LLC
May 2019 - Present · 7 yrs
LPL Financial LLC
May 2019 - Present · 7 yrs
LPL Financial LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLC
November 2018 - May 2019 · 6 mos
LPL Financial LLCBroker
November 2018 - May 2019 · 6 mos
Pruco Securities, LLC.Broker
September 2005 - November 2013 · 8 yrs 2 mos
State Registrations1 state
PA
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.
Jennifer Lowden - Financial Advisor | TrueAdvisor