Jena Crawford
Jena Crawford is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Brockport, NY, with 13 years of industry experience. Jena 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
6670 Fourth Section Rd, Brockport, NY, 14420-2448
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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
Jena is involved with ESL Investment Services, LLC, both as a DBA for LPL business and in non-variable insurance sales, dedicating about 10-20% of her time to the latter. She is also a part-owner of NJC Property Maintenance, INC, a family business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
State Registrations8 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.
Exams
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