Matthew Jennings, financial advisor Logansport IN

Matthew Jennings

CRD Number: 7259855
Current Firm: Lpl Financial LLC

Matthew Jennings (CRD# 7259855) is an Investment Advisor Representative working at Lpl Financial LLC in Logansport, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Logansport, IN May 2021 - Current 2
Grace College Winona Lake, IN Aug 2017 - May 2021 3
Security Federal Savings Bank Logansport, IN May 2020 - Apr 2021 < 1
Aldi Grocery Stores Logansport, IN Mar 2020 - May 2020 < 1
Logansport High School Logansport, IN Aug 2014 - Aug 2017 3
Lincoln Middle School Logansport, IN Aug 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Matthew Jennings
Phone Number: 704-733-3300
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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