Joann Spera is a registered investment advisor at LPL Financial LLC, based in Belmont, MA, with 17 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
4 Hill Rd #2, Belmont, MA, 02478
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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
Joann operates Jon-Son Financial and Insurance as a DBA for her LPL business and as an insurance agency since 2000, dedicating about a quarter of her time to the latter. She also runs Jon-Son Tax Preparation and Jon-Son Associates, along with owning rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
State Registrations5 states
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