Jack Glessner is a registered investment advisor at LPL Financial LLC, based in Cambridge, MD, 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
411 Muse Street, Cambridge, MD, 21613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jack operates under the DBAs Whitten Retirement Solutions, Oak & Stone Capital, and Oak & Stone Capital Advisors for his LPL business. He dedicates full-time hours to Whitten Retirement Solutions, while Oak & Stone Capital and Oak & Stone Capital Advisors require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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