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CFP

Chad Jones

LPL Financial LLC
13 Years of Experience
Lakeland, FL
Broker
View SEC Summary
View SEC Summary

Chad Jones is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 13 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1401 South Florida Avenue, Lakeland, FL, 33803

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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

Chad is involved in several business activities, including real estate rental in Colombia, owning a local gym, teaching as an adjunct professor at the University of South Florida, and running a YouTube channel focused on kids and money. He also operates under Allen & Company and Allen & Company of Florida, LLC, dedicating nearly full-time hours to these LPL-related businesses.

Employment History
Current Registrations
LPL Financial LLC
January 2022 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Allen & Company of Florida, LLCBroker
November 2019 - December 2019 · 1 mo
Allen & Company of Florida, LLC
November 2019 - March 2022 · 2 yrs 4 mos
Allen & Company of Florida, LLC
January 2013 - November 2019 · 6 yrs 10 mos
Allen & Company of Florida, LLCBroker
November 2012 - November 2019 · 7 yrs
State Registrations27 states
ALCACODCFLGAILINKSKYMAMDMINCNJNMNYOHOKORPASCTNTXVAWAWY
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.
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