Jeffrey Wrightson
Jeffrey Wrightson is a registered investment advisor at LPL Financial LLC, based in Little Silver, NJ, with 33 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
44 Church Street, Little Silver, NJ, 07739
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a trustee for two trusts and operates as a financial advisor under Petersen Advisors. He also sells life and health insurance and owns rental property, dedicating minimal time to the rental property and about 10% of his business to insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Royal Alliance Associates, INC.Broker
Petersen Investments, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Cowen & CO.Broker
Mki Securities CORP.Broker
State Registrations18 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.