Matthew Jennings is a registered investment advisor at LPL Financial LLC, based in Logansport, IN, with 4 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
1529 East Market, Logansport, IN, 46947
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates under the DBAs Workman & Associates and Jennings Financial Group LLC for his LPL business, dedicating about a quarter of his time to each. He also engages in real estate rental through Jennings Real Estate Group LLC and serves as a Notary Public, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations32 states
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