JA
CFP · ChFC
JA
CFP · ChFC

Jennifer Aube

13 Years of Experience
Westminster, MA
Broker

Jennifer Aube is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Westminster, MA, 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
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

51 Main Street, Unit D, Westminster, MA, 01473

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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 Activities

Jennifer is involved in several outside business activities, including B&B Construction, a podcast called Naked Wealth, writing (including a book called "The Naked Wealth"), teaching a non-credit community college course, being a brand ambassador, owning a Burn Boot Camp franchise, and coaching. She also operates Jennifer Aube Wealth Management as a DBA for her LPL business.

Employment History
Current Registrations
LPL Financial LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Edward Jones
February 2013 - November 2021 · 8 yrs 9 mos
Edward JonesBroker
November 2012 - November 2021 · 9 yrs
State Registrations31 states
ARAZCACOCTFLGAHIIAIDILINMAMDMEMNMONCNENHNJNYOHORPARISCTXVAVTWV
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.
Jennifer Aube - Financial Advisor | TrueAdvisor