Jacek Holzwieser
Jacek Holzwieser is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, with 10 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
4180 La Jolla Village Dr Ste, 150, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2018Other Business Activities
Jacek operates under the DBA BMO Investment Services for his LPL business. He is also a co-owner of real estate rental property through The Holzwieser Trust, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
State Registrations9 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.