Joseph Ciavarelli is a CFA-designated registered investment advisor at LPL Financial LLC, based in Berwyn, PA, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1055 Westlakes Drive Ste 135, Berwyn, PA, 19312
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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.
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Joseph operates Jacobi Wealth Advisors as a DBA for his LPL business and Jacobi Capital Management LLC as a Registered Investment Advisor DBA and Hybrid. Each of these investment-related activities takes about half of Joseph's time.
Employment History
Current Registrations
LPL Financial LLCBroker
Jacobi Capital Management, LLC
Previous Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Foreside Fund Services, LLCBroker
State Registrations1 state
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.