Jeffrey Morris
Jeffrey Morris is a registered investment advisor at LPL Financial LLC, based in Mansfield, OH, with 40 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
625 Lexington Ave, Ste 2B, Mansfield, OH, 44907
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1993Other Business Activities
Jeffrey operates Navigator Wealth Management and Navcap Wealth Management as DBAs for his LPL business. He also owns Morris Land & Cattle LLC, dedicating about three-quarters of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations1 state
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.