Jennifer Kundrot, financial advisor Newton Center MA

Jennifer Kundrot

CRD Number: 6328681
Current Firm: Lpl Financial LLC

Jennifer Kundrot (CRD# 6328681) is an Investment Advisor Representative working at Lpl Financial LLC in Newton Center, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Salem Five Cents Savings Bank Newton Center, MA Oct 2016 - Current 5
Lpl Financial, LLC Newton Center, MA Apr 2014 - Current 7
Stumm Financial Services Newton Center, MA May 2014 - Oct 2016 2
Sak Consulting, LLC Belmont, MA Aug 2013 - Apr 2014 < 1
Unemployed Belmont, MA May 2012 - Jul 2013 1
Sun Life Financial Wellesley Hills, MA Nov 2001 - May 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Jennifer D. Kundrot
Phone Number: 704-733-3300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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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