Jeffrey Feinberg
Jeffrey Feinberg is a registered investment advisor at LPL Financial LLC, based in Ashland, OR, with 37 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
525 A Street, Suite 2, Ashland, OR, 97520
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business Activities
Jeffrey is a financial professional doing business as A Street Financial Advisors, Inc., which is a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
"a" Street Financial Advisors, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Progressive Asset Management, INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations22 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.