Jon Glink
Jon Glink is a registered investment advisor at LPL Financial LLC, based in Jefferson, OH, 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
45 East Satin Street, Jefferson, OH, 44047
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Regulatory History (1)
Customer Dispute
November 2019Other Business ActivitiesSells Insurance
Jon operates Pelorus Wealth Management as a DBA for his LPL business and is associated with Pelorus Financial Group LLC, an insurance agency. He is also self-employed in non-variable insurance since 2009.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations6 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.