Jane Iademarco, financial advisor Perkasie PA

Jane Iademarco

CRD Number: 3063853
Current Firm: Lpl Financial LLC

Jane Iademarco (CRD# 3063853) is an Investment Advisor Representative working at Lpl Financial LLC in Perkasie, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Doylestown, PA Jun 2011 - Current 12
Rwc Investment Management Doylestown, PA Nov 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jane Iademarco
Phone Number: 704-733-3300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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