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Donald Jereb

Lincoln Investment
37 Years of Experience
Independence, OH
3 DisclosuresBroker
View SEC Summary
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Donald Jereb is a registered investment advisor at Lincoln Investment, based in Independence, OH, with 37 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Summit Park Drive, Suite, Suite 210, Independence, OH, 44131

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History

Regulatory History (3)
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
November 2017
Settled
Customer Dispute
August 2012
Settled
Customer Dispute
March 2012
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lincoln Investment
February 2017 - Present · 9 yrs 8 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Advisory, LLC
March 2017 - October 2019 · 2 yrs 7 mos
Legend Equities CorporationBroker
February 2015 - January 2017 · 1 yr 11 mos
Metlife Securities INC.Broker
October 2010 - May 2013 · 2 yrs 7 mos
Nationwide Securities, LLCBroker
March 2005 - July 2010 · 5 yrs 4 mos
Pruco Securities CorporationBroker
January 1985 - April 2003 · 18 yrs 3 mos
State Registrations1 state
OH
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.
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