Jacob Perez is a registered investment advisor at LPL Financial LLC, based in Tempe, AZ, with 3 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
500 E Rio Salado Pkwy Bldg 4 3, Fl, Tempe, AZ, 85281
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Regulatory History (1)
Criminal
June 2016Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations53 states
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