Erik Jackson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Denver, CO, with 13 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
810 Santa Fe Dr, Denver, CO, 80204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik is involved in several business entities, including EDAJ LLC, Kindling Financial Group, and Kindling Group, LLC, primarily for tax/investment purposes. He also works as a home health care worker and owns rental real estate, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations23 states
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