Jennifer Jackson (CRD# 6484735) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 7 years of experience in the finance industry.
CRD# 2482063
Lpl Financial LLC
CRD# 6146637
Clearwealth
CRD# 2839187
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Burlington, IA | Feb 2018 - Current | 6 |
| Invest Financial Corporation | Burlington, IA | Apr 2015 - Current | 9 |
| Two Rivers Investment Services | Burlington, IA | Apr 2015 - Current | 9 |
| Big River Resources LLC | Burlington, IA | May 2014 - Apr 2015 | < 1 |
| Zaisers Florist And Landscaping | Burlington, IA | Nov 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- IL
- IA
- MO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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