Jeffrey Erb
Jeffrey Erb is a registered investment advisor at LPL Enterprise, LLC, based in Swansea, IL, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
221 W Pointe Dr, Swansea, IL, 62226
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Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
Jeffrey is involved with BlueCross BlueShield of Illinois, GHP, Unicare, J&E Ins, and Aetna. It is unclear from the provided text the nature or time commitment of these activities, but they appear to be insurance-related.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations16 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.