Jessica Perry is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ashburn, VA, with 1 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
44790 Maynard Sq #200, Ashburn, VA, 20147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica's spouse owns DP & JP LLC, and Jessica has no duties related to it. Jessica is also a successor trustee for the G L G Revocable Living Trust, a committee member for 100 Women Strong 501c3 (dedicating minimal time), a networking group member for the Loudoun County Chamber of Commerce, and a trustee for the J D G Special Needs Trust.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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