JJ
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Jennifer Jenkins

8 Years of Experience
Columbus, OH
Broker

Jennifer Jenkins is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 8 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

7650 Rivers Edge Dr Ste 100, Columbus, OH, 43235

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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 Activities

Jennifer operates under the DBA Bluestone Wealth Partners, LLC, which is an entity for her LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 9 mos
LPL Financial LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Lincoln Financial Advisors Corporation
July 2021 - September 2021 · 2 mos
Lincoln Financial Advisors CorporationBroker
November 2017 - September 2021 · 3 yrs 10 mos
State Registrations4 states
CACONHOH
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.
Jennifer Jenkins - Financial Advisor | TrueAdvisor