Jessica Dunning
Jessica Dunning is a registered investment advisor at LPL Enterprise, LLC, based in Land O'Lakes, FL, with 17 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Land O'Lakes, FL
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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
Jessica sells fixed insurance products, dedicating a few hours per week to this activity. She also owns Defensive Empowerment Academy where she teaches firearms related courses, spending a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC.Broker
LPL Financial CorporationBroker
State Registrations2 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.