JE
JE

Justin Esposito

16 Years of Experience
Florham Park, NJ
BrokerSells Insurance

Justin Esposito is a registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

248 Columbia Turnpike, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Justin operates under Bodnar Financial Advisors, Inc. as a DBA for his LPL business and provides financial planning and consulting services through Bodnar Financial Advisors, Inc., an independent investment firm, dedicating about a quarter of his time. Justin also engages in non-variable insurance activities.

Employment History
Current Registrations
LPL Financial LLC
August 2022 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
August 2022 - Present · 3 yrs 9 mos
Bodnar Financial Advisors, INC.
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2021 - August 2022 · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
January 2021 - August 2022 · 1 yr 7 mos
Millington Securities, INC.Broker
January 2020 - December 2020 · 11 mos
Foreside Fund Services, LLCBroker
January 2017 - December 2019 · 2 yrs 11 mos
Quasar Distributors, LLCBroker
December 2010 - December 2016 · 6 yrs
Wbi Investments, INC.
February 2009 - December 2020 · 11 yrs 10 mos
State Registrations5 states
CANJNYPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.