KJ
KJ

Kevin Jinkerson

12 Years of Experience
Greenwood Village, CO
BrokerSells Insurance

Kevin Jinkerson is a registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 12 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

Greenwood Village, CO

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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 ActivitiesSells Insurance

Kevin is involved in several outside business activities, including a DBA for his LPL business, property and casualty insurance, real estate rentals, a business entity for tax/investment purposes, non-variable insurance, and financial education speaking. He dedicates minimal time to the real estate rental activities.

Employment History
Current Registrations
LPL Financial LLC
October 2020 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Transamerica Financial Advisors, INC.
February 2014 - October 2020 · 6 yrs 8 mos
Transamerica Financial Advisors, INCBroker
December 2013 - October 2020 · 6 yrs 10 mos
State Registrations7 states
AZCACOFLGAIDNY
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.