Jordan Alger
Jordan Alger is a registered investment advisor at LPL Financial LLC, based in New Berlin, NY, with 16 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
2 South Main Street, New Berlin, NY, 13411
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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
Jordan is involved in several business activities, including writing life insurance, fixed annuities, and long-term care insurance through Colonial Financial Services and NBT Insurance Agency, LLC. He also works as a registered representative in the LPL FIS program at NBT Bank, dedicating nearly full-time hours, and owns a rental property.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
NFP Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations23 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.