Jordan Kerner is a registered investment advisor at LPL Financial LLC, based in Westport, CT, 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
495 Post Rd E, Ste 209, Westport, CT, 06880
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Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Jordan operates JorMik Capital as a DBA for his LPL business. He also has JormikCapital Holdings and PAG Growth Partners for tax/investment purposes, dedicating minimal time to PAG Growth Partners.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
David Lerner Associates, INC.Broker
David Lerner Associates, INC.Broker
State Registrations9 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.