Keith
Jones

Lpl Financial LLC

CRD#2268300
Investment Advisor
in Oak Brook, IL

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About this Advisor

Keith Jones is a certified financial planner working in Oak Brook, Illinois with a total of 4 years of industry experience. Jones is on the advisory team at Lpl Financial LLC. Jones has gained experience at Fsc Securities Corporation, Re-Direct Financial Services and Lpl Financial LLC. Jones holds a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Illinois and Texas. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets under management between its 1,688,501 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a diverse range 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 for financial management usually depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

2625 Butterfield Rd Ste 237N
Oak Brook, IL 60523

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

IL Average: 13
Total Number of Accounts

1,688,501

IL Average: 661
Average Account Size

$217,956

IL 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

Keith Jones Work History

Keith has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

1991 - Present (33 years)

Re-Direct Financial Services

2009 - 2019 (10 years)

Fsc Securities Corporation

*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 Keith Jones 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
Nicholas Petralia
Naples, FL
James Mullen
The Villages, FL
Joseph Sarbello
Sea Girt, NJ
Robert Notarfrancesco
Bridgeport, CT
Gregory Yuen
Aptos, CA
Hyun Song
Vienna, VA
Joseph Praino
Purchase, NY

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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