JR
JR

Jerry Reder

40 Years of Experience
Vancouver, WA
2 DisclosuresBrokerSells Insurance

Jerry Reder is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

201 NE Park Plaza Dr., Ste 150, Vancouver, WA, 98684-5873

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Closed-No Action
Regulatory
September 2008
Final
Other Business ActivitiesSells Insurance

Jerry is involved in outside sales of non-variable insurance since 2004 and operates under the DBA Laurus Financial Group LLC since 2008. He is also associated with Reder Financial Inc. since 2013.

Employment History
Current Registrations
LPL Financial LLC
December 2003 - Present · 22 yrs 5 mos
LPL Financial LLCBroker
December 2003 - Present · 22 yrs 5 mos
Previous Registrations
Laurus Wealth Management
August 2005 - October 2007 · 2 yrs 2 mos
Veravest Investment Advisors, INC.
August 1999 - December 2003 · 4 yrs 4 mos
Veravest Investments, INC.Broker
July 1999 - December 2003 · 4 yrs 5 mos
MML Investors Services, INC.Broker
April 1985 - June 1999 · 14 yrs 2 mos
State Registrations15 states
ARAZCACOFLGAIDMTNCNVNYORTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.