JL
JL

Jarrell Legagneur

1 Year of Experience
Holmdel, NJ
2 DisclosuresBroker

Jarrell Legagneur is a registered investment advisor at LPL Enterprise, LLC, based in Holmdel, NJ, with 1 years of industry experience. Jarrell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3131 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Crawfords Corner Rd, Suite 2409, Holmdel, NJ, 07733

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2022
Final
Financial
May 2021
Final
Employment History
Current Registrations
LPL Enterprise, LLC
March 2026 - Present · 7 mos
LPL Enterprise, LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Edward Jones
January 2025 - February 2026 · 1 yr 1 mo
Edward JonesBroker
December 2024 - February 2026 · 1 yr 2 mos
State Registrations3 states
NJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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