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Jennifer Lyn Johnson

Advisor at LPL Financial — Crystal Lake, IL E Terra Cotta Ave

Updated today

Credentials

Series 66

Experience

21 years

Location

Crystal Lake, IL 60014

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jennifer Johnson is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisor Networks and Bergeland & Hubbard. Johnson serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors, reflecting involvement beyond her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Crystal Lake, IL E Terra Cotta Ave

413 E Terra Cotta Ave

Crystal Lake IL 60014

Advisors at this office

14

Most active in

Illinois · Texas

Work history

21 years of industry experience

LPL Financial, llc

2018 - Present • 8 years

Crystal Lake, IL

Cetera Advisor Networks Llc

2013 - 2018 • 5 years

El Segundo, CA

Bergeland & Hubbard

1998 - 2018 • 20 years

Crystal Lake, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals

James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Brenda K

CFP®

Rolling Meadows, IL

Financial Elements, Inc

Brenda Knox is a CFP® with 26 years of industry experience. She has been with Financial Elements, Inc. since 2008. Financial Elements, Inc. provides comprehensive financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, using globally diversified portfolios primarily composed of mutual funds and ETFs, and operates as a small, fee-only advisory practice with multiple professional fiduciary credentials.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Scott S

CFP®, Series 65

Elgin, IL

Sierens Financial Group, Inc.

Scott Sierens is a CFP® professional with 10 years of industry experience. He is the principal at Sierens Financial Group, Inc. in Elgin, IL, and has prior experience with AE Wealth Management, Gradient Advisors, and AptarGroup. He also works as a paid contractor creating content for YouTube. Sierens Financial Group, Inc. provides discretionary asset management and financial planning to individuals, trusts, estates, and high-net-worth clients, combining mutual funds, ETFs, and both fundamental and technical analysis. The firm offers educational seminars and workshops and accommodates client-specific investment restrictions and goals.

Retirement income strategy Social Security optimization Income planning General tax planning Medicare planning
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John P

CFP®, Series 63, Series 66

Crystal Lake, IL

Piershale Wealth Management, LLC

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

General retirement planning Wealth management
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