Kerrie Lynn Jensen schwartz
Investment adviser representative at LPL Financial LLC
9 yearsExperience
2 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
9 years in the industry.
- LPL Financial LLCAug 2024 to now
- Osaic Wealth, Inc.Jul 2024 to Jul 2024
- N/aJan 2024 to Jun 2024
- SelfJul 2023 to Dec 2023
- N/aNov 2022 to Jun 2023
- Cetera Investment Advisers LLCMar 2022 to Oct 2022
- SelfJul 2020 to Oct 2020
- Cetera Investment Services LLCJan 2020 to Oct 2022
- N/aJan 2019 to Dec 2019
- San Diego State UniversityJul 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
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
- 7223758
- Firm CRD
- 6413