Jordan Sathoff
Jordan Sathoff is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan operates Prairie Rose Wealth Management as a DBA for their LPL business, dedicating nearly full-time hours to it. Jordan also owns and operates multiple farms and is a non-variable insurance agent with E4 Insurance Services, spending a few hours per week on each, and is an Elder on the board of Sharon Presbyterian Church.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations15 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.