Jenny
Paradis

Lpl Financial LLC

CRD#6165316
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Jenny Paradis is a financial advisor based in Colorado Springs, Colorado, with a total of 2 years of industry experience. Paradis works at Lpl Financial LLC. Over the course of their career, they have held roles at Plan A And B, Woodbury Financial Services, Inc, The O.N. Equity Sales Company, Ohio National Financial Services and Lpl Financial LLC. Paradis has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5555 Erindale Dr Ste 100
Colorado Springs, CO 80918

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CO Average: $646,059,043
Total Number of Employees

31,366

CO Average: 13
Total Number of Accounts

1,688,501

CO Average: 661
Average Account Size

$217,956

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jenny Paradis Work History

Jenny has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2012 - Present (12 years)

Plan A And B

2016 - 2021 (5 years)

The O.N. Equity Sales Company

2016 - 2021 (5 years)

Ohio National Financial Services

2013 - 2021 (8 years)

Woodbury Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jenny Paradis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Scott Feher
Walnut Creek, CA
Robert Notarfrancesco
Bridgeport, CT
James Mullen
The Villages, FL
Joseph Sarbello
Sea Girt, NJ
John Gehlhaart
Waukesha, WI
Keith Clark
Corpus Christi, TX
Kevin Harvey
Chico, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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