JD
JD

Joel Dziedzic

45 Years of Experience
Ft. Lauderdale, FL
2 DisclosuresBrokerSells Insurance

Joel Dziedzic is a registered investment advisor at LPL Financial LLC, based in Ft. Lauderdale, FL, with 45 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

Ft. Lauderdale, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1994
Final
Customer Dispute
April 1991
Settled
Other Business ActivitiesSells Insurance

Joel receives non-variable insurance commission trails, which is investment-related, since 2016.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ic Advisory Services, INC.
July 2006 - March 2025 · 18 yrs 8 mos
The Investment Center, INC.Broker
October 1995 - March 2025 · 29 yrs 5 mos
Christopher Street Financial, INC.Broker
June 1995 - October 1995 · 4 mos
Lew Lieberbaum & CO., INC.Broker
January 1993 - May 1995 · 2 yrs 4 mos
Chelsea Street Securities, INC.Broker
April 1992 - January 1993 · 9 mos
Paulson Investment Company, INC.Broker
April 1989 - April 1990 · 1 yr
Monmouth Investments, INC.Broker
February 1989 - September 1991 · 2 yrs 7 mos
Paulson Investment Company, INC.Broker
August 1988 - April 1990 · 1 yr 8 mos
Darnall, Kemna & CO., INC.Broker
January 1987 - August 1988 · 1 yr 7 mos
Dean Witter Reynolds INC.Broker
July 1986 - January 1987 · 6 mos
Kennedy, Cabot & CO.Broker
February 1986 - April 1986 · 2 mos
First Jersey Securities, INC.Broker
February 1980 - February 1986 · 6 yrs
State Registrations10 states
AZCAFLGAMINJNYPATXVA
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.