Jairo Mejia
Jairo Mejia is a registered investment advisor at LPL Enterprise, LLC, based in Plano, TX, with 11 years of industry experience. Jairo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
5700 Granite Pkwy, Suite 360, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Jairo is involved with Walker Benefit Group, contacting businesses to quote group health, dental, and vision insurance since 2019. This activity takes a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Farm Vp Management CORP.Broker
State Registrations14 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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