Jerry Sheby is a CFP-designated registered investment advisor at LPL Financial LLC, based in Long Beach, CA, with 38 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
5000 E Spring St Ste 340, Long Beach, CA, 90815
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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.
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Jerry owns rental real estate property, dedicating minimal time to it. He also works in tax preparation with Sheby Financial Group, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Fsc Securities CorporationBroker
Nilcorp Securities CompanyBroker
Boardwalk Capital CorporationBroker
State Registrations23 states
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