Jack Yvars
Jack Yvars is a registered investment advisor at LPL Financial LLC, based in Concord, NH, with 10 years of industry experience. Jack 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
Concord, NH
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Jack is involved in several business activities, including managing JY Realty Holdings LLC and 18 Manchester St LLC, and serving as President/IAR for Capital Advisory Group LLC, where he dedicates full-time hours to sales/marketing of securities, investment advisory, and insurance products. He also spends a few hours per week on fixed insurance sales through Capital Advisory Group LLC, and has responsibilities as a guardian and trustee.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations17 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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