Jaime Paul Junker
Investment adviser representative at LPL Financial LLC
29 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- LPL Financial LLCJun 2024 to now
- Jaime P. Junker, CpaFeb 1997 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesApr 2023 to Jun 2024
- Avantax Advisory ServicesOct 2019 to Jun 2024
- Avantax Investment Services, Inc.Oct 2019 to Jun 2024
- 1st Global Advisors, Inc.Jun 2007 to Oct 2019
- Avantax Insurance Services, Inc.Mar 2005 to Jun 2024
- 1st Global Capital CorpNov 2004 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4240607
- Firm CRD
- 6413