Stephenson Juley
Stephenson Juley is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 36 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
141 W Jackson, Ste 3302, Chicago, IL, 60604
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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
Stephenson has been involved in non-variable insurance since 1996. He also operates under The AdvisoryOne Group, LLC as a DBA for his LPL business, dedicating full-time hours during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Geldermann Securities, INC.Broker
Bishop Securities, INC.Broker
Century Financial Securities, INC.Broker
Landmark Brokerage Services, INC.Broker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Penn Mutual Equity Services, INC.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.