Joshua Jacoby is a registered investment advisor at LPL Financial LLC, based in Springfield, IL, with 6 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
3400 Wabash Ave, Springfield, IL, 62711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua operates under the DBAs BOS Investment Services and BOS Wealth & Planning for his LPL business. He also owns rental real estate, dedicating a few hours per week, and works at Bank of Springfield for minimal time each month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations32 states
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