Jeffrey Stephan
Jeffrey Stephan is a registered investment advisor at LPL Financial LLC, based in Eustis, FL, with 42 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
Eustis, FL
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Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Jeffrey is an owner/agent at Stephan Financial Services, selling group and individual health insurance products, dedicating about 10-20% of his time. He also sells term life insurance and is a board member for the Eustis Chamber of Commerce, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 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.