Jerald
Pawlowicz

Lpl Financial LLC

CRD#5227870
Investment Advisor
in Battle Creek, MI

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About this Advisor

Jerald Pawlowicz is a financial advisor operating in Battle Creek, Michigan, who has 9 years of industry experience. Pawlowicz is currently employed by Lpl Financial LLC. Throughout their career, they have worked at Jhfn Sii, Kellogg Community Fcu and Lpl Financial LLC. Pawlowicz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan, South Dakota and Texas. Lpl Financial LLC is a registered investment firm headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets across its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC offers 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. Financial management fees usually vary depending on which service is offered. However, fee types billed by Lpl Financial LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

51 W. Michigan Ave
Battle Creek, MI 49016

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MI Average: 13
Total Number of Accounts

1,688,501

MI Average: 661
Average Account Size

$217,956

MI 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

Jerald Pawlowicz Work History

Jerald has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Kellogg Community Fcu

2014 - Present (10 years)

Lpl Financial LLC

2010 - 2014 (4 years)

Jhfn Sii

*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 Jerald Pawlowicz 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
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL
Joseph Praino
Purchase, NY
Michael Evans
Westerville, OH
Joseph Sarbello
Sea Girt, NJ
Daniel Mehan
Chico, CA
Rebecca Chiccino
Charlestown, MA

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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