Brandon Jansma
Brandon Jansma is a registered investment advisor at LPL Enterprise, LLC, based in Irvine, CA, with 18 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
3333 Michelson Drive, Suite 820, Irvine, CA, 92612
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2012Customer Dispute
January 2011Criminal
July 2005Criminal
May 2004Criminal
June 1998Other Business ActivitiesSells Insurance
Brandon co-owns a dance studio with his wife, offering financial advice but having no active role. He also operates ClearPath Team Financial and Insurance Services, offering financial planning and insurance services, dedicating nearly full-time hours to this.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations19 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.
Exams
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