Jeffrey Upchurch is a registered investment advisor at &partners, based in Vienna, VA, with 39 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8000 Towers Crescent Dr, Suite 230, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008Denied
Employment History
Current Registrations
&partners
November 2024 - Present · 1 yr 11 mos
&partnersBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - November 2024 · 25 yrs 1 mo
Wells Fargo Advisors
January 1991 - November 2024 · 33 yrs 10 mos
First Union Capital Markets CORP.Broker
March 1987 - October 1999 · 12 yrs 7 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMNMONCNHNJNMNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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