Jennifer
Malone

Lpl Financial LLC

CRD#5141647
Investment Advisor
in Kansas City, MO

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About this Advisor

Jennifer Malone is a certified financial planner who works in Kansas City, Missouri with 5 years of industry experience. Malone currently works for Lpl Financial LLC. Over the course of their career, Malone has held roles at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Financial Advisor Consultant For Dean Buford, Soroptimist Of Liberty, Lpl Financial LLC and The Buford-Malone Group, LLC. Malone maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Missouri and Texas. Lpl Financial LLC is a registered investment company based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in total assets among its 1,688,501 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have more than $1 million in assets available to invest. 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 advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

4700 Belleview Ave Ste 410
Kansas City, MO 64112

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO 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

Jennifer Malone Work History

Jennifer has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2016 - Present (8 years)

The Buford-Malone Group, LLC

2015 - 2018 (3 years)

Soroptimist Of Liberty

2014 - 2014 (< 1 year)

Financial Advisor Consultant For Dean Buford

2008 - 2018 (10 years)

Various Insurance Carriers For W&R Insurance Agencies

2007 - 2018 (11 years)

Waddell & Reed 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 Jennifer Malone 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
Daniel Mehan
Chico, CA
Rebecca Chiccino
Charlestown, MA
Keith Clark
Corpus Christi, TX
Hope Hoch
Oldsmar, FL
Adam Chaney
Naperville, IL
Scott Feher
Walnut Creek, CA
John Gehlhaart
Waukesha, WI

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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