Jennifer Mayes
Jennifer Mayes is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 18 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
1873 S Bellaire St Ste 201, Denver, CO, 80222
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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 the owner/member of JMayes LLC and owner of Cardinal Compass Wealth Management, both DBAs for her LPL business. She is also an agent for non-variable insurance and owns a short-term rental condominium, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations13 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.