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Jennifer Lowden

LPL Financial LLC
16 Years of Experience
Quarryville, PA
4 DisclosuresBroker
View SEC Summary
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Jennifer Lowden is a registered investment advisor at LPL Financial LLC, based in Quarryville, PA, with 16 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 5 mos
LPL Financial LLC
May 2019 - Present · 7 yrs 5 mos
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 5 mos
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.
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