John Gleason is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, 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
320 S. Canal Street, Chicago, IL, 60606
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Regulatory History (1)
Regulatory
January 2012Other Business Activities
John works for BMO Investment Services as a DBA for LPL business and has a financial institution duty with BMO Bank NA. These investment-related activities take nearly all of John's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.