Jessica Young
Jessica Young is a registered investment advisor at LPL Financial LLC, based in San Francisco, CA, with 14 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
180 Montgomery St 24th Flr, San Francisco, CA, 94104
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Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Jessica is a silent partner in Love @ First Bite restaurant, dedicating a few hours per week. She also owns I Need Some Space, LLC and a rental property in Davis, CA, spending minimal time on the latter. Finally, she does business as BMO Investment Services for LPL.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
State Registrations14 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.