Jeffrey Kellett
Jeffrey Kellett is a registered investment advisor at LPL Financial LLC, based in Bristol, IL, with 40 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Bristol, IL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Jeffrey operates his LPL business through The Financial Group Ltd, dedicating full-time hours to this endeavor. He also engages in non-variable insurance sales, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations4 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.