Jennifer Lopez, financial advisor Orchard Park NY

Jennifer Lopez

CRD Number: 7035568
Current Firm: Lpl Financial LLC

Jennifer Lopez (CRD# 7035568) is an Investment Advisor Representative working at Lpl Financial LLC in Orchard Park, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Orchard Park, NY Apr 2024 - Current < 1
Community Bank, N.a. Orchard Park, NY Apr 2024 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo, NY Oct 2018 - Apr 2024 5
Conversion Monster LLC Buffalo, NY Jan 2015 - Sep 2018 3
Upg LLC Buffalo, NY Nov 2011 - Jan 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jennifer M. Lopez
Phone Number: 704-733-3300
Registered State(s):
  • NY
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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