Jessica Chatmon is a registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 9 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
1010 N Elm St, Greensboro, NC, 27401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica operates Pilot Financial as a DBA for her LPL business, dedicating full-time hours to it. She also participates in Beauty Society for personal use, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations6 states
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