JD
JD

Jeffery Decant

37 Years of Experience
Arlington Heights, IL
BrokerSells Insurance

Jeffery Decant is a registered investment advisor at LPL Financial LLC, based in Arlington Heights, IL, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

Arlington Heights, IL

Get directions

History

Regulatory History
Clean regulatory record

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

Jeffery operates North Arlington Financial Solutions as a DBA for his LPL business, dedicating full-time hours to it. He also works with Newman Long Term Care selling non-variable insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
January 2025 - Present · 1 yr 4 mos
LPL Financial LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Thrivent Investment Management INC.Broker
August 2024 - January 2025 · 5 mos
Thrivent Advisor Network, LLC
September 2020 - January 2025 · 4 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - August 2024 · 3 yrs 11 mos
Thrivent Investment Management INC.
January 2008 - September 2020 · 12 yrs 8 mos
Thrivent Investment Management INC.Broker
November 1988 - September 2020 · 31 yrs 10 mos
State Registrations10 states
CAFLILMINCOHSCTNWAWI
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.
Jeffery Decant - Financial Advisor | TrueAdvisor