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CFP

Jerod Cronkite

LPL Financial LLC
19 Years of Experience
Camden, ME
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jerod Cronkite is a CFP-designated registered investment advisor at LPL Financial LLC, based in Camden, ME, with 19 years of industry experience. Jerod 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
28129 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

24 Bay View St Suite 2, Camden, ME, 04843

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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

Jerod receives non-variable insurance trails from Bayview Financial, dedicating minimal time. He also operates his LPL business under the DBA Bayview Financial, which is a full-time commitment, and owns rental real estate, requiring a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
June 2017 - September 2024 · 7 yrs 3 mos
Ameriprise Financial Services, LLCBroker
June 2017 - September 2024 · 7 yrs 3 mos
Edward Jones
March 2007 - June 2017 · 10 yrs 3 mos
Edward JonesBroker
January 2007 - June 2017 · 10 yrs 5 mos
State Registrations22 states
AZCACOCTDEFLGAMAMDMEMNMONHNJNYOHPARITXVAWAWY
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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