Jeffrey Wren
Jeffrey Wren is a registered investment advisor at LPL Financial LLC, based in Littleton, CO, 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
Littleton, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Jeffrey is an agent for non-variable insurance through Trilogy Financial Services & Life Event Advantage since 2018, dedicating about half of his time to this. He also has a business entity, Jeff Wren Services, for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Electronic Trading Group, LLCBroker
John G. Kinnard and Company, IncorporatedBroker
Sutro & CO. IncorporatedBroker
Kemper Securities Group, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
The Chicago CorporationBroker
State Registrations15 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.