Jennifer
Doherty

Lpl Financial LLC

CRD#4376547
Investment Advisor
in Jacksonville, FL

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About this Advisor

Jennifer Doherty is a financial advisor who works out of Jacksonville, Florida, with 10 years of professional experience. Doherty is an employee of Lpl Financial LLC. The advisor has gained experience at Nowak Wealth Management, Lords N Ladies, Namey Financial Group, H. Beck, Inc and Lpl Financial LLC. Doherty has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Lpl Financial LLC is a business headquartered in Jacksonville, Florida. The investment advisory business has offices in 9,519 locations and a total of 23,035 people on staff. It controls $208 billion in total assets among its 892,326 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 client accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets. Lpl Financial LLC offers a diverse array 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. Financial management fee schedules depend on which services the firm provides the client. Fees charged by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

Yes

Office Location

9905 Old St Augustine Rd 301
Jacksonville, FL 32257

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

FL Average: 13
Total Number of Accounts

892,326

FL Average: 661
Average Account Size

$232,867

FL Average: $977,396

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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

Jennifer Doherty Work History

Jennifer has 10 years of experience.

2019 - Present (3 years)

Lpl Financial LLC

2014 - Present (8 years)

Namey Financial Group

2016 - 2019 (3 years)

H. Beck, Inc

2012 - 2014 (2 years)

Nowak Wealth Management

2010 - 2011 (1 year)

Lords N Ladies

Disclosures

Jennifer Doherty has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Travis Messinger
Spokane, WA
Alexandra Chiklakis
Fort Myers, FL
Robert Stanley
Scranton, PA
William Pretory
Basking Ridge, NJ
Sandra Sutter
Fort Mill, SC
Michelle Griffin
Newton Upper Falls, MA
Lisa Raboin
Portland, OR

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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