Paul Jetter is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ, 07733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a registered investment advisor DBA Archway Wealth Management, providing financial plans and advice for a fixed fee, dedicating full-time hours. He also works with non-variable insurance through Archway Wealth Management and LTCI Partners LLC, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Insight Private Advisors, LLC
New England SecuritiesBroker
New England Securities Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Srs Securities LLCBroker
Banc of America Securities LLCBroker
Bear, Stearns & CO. INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.