Jeffrey Schreiber
Jeffrey Schreiber is a ChFC-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 32 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
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey owns Palm Properties LLC, a real estate rental business, since 2017 and is a Notary Public in Ohio since 1987. He also operates Opus Capital Management LLC as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Barrett Capital Partners
MML Distributors, LLCBroker
Princor Financial Services CorporationBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Nationwide Advisory Services, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations2 states
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