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JB
CFP
JB
CFP

Jeffry Bratzler

LPL Financial LLC
36 Years of Experience
Alameda, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffry Bratzler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alameda, CA, with 36 years of industry experience. Jeffry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3215 Encinal Avenue, Suite L, Alameda, CA, 94501

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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.

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Other Business ActivitiesSells Insurance

Jeffry owns rental real estate and has a notary license, each taking minimal time. He also sells fixed insurance products and provides investment advisory services through BCN Financial Inc., dedicating about a third of his time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 6 mos
Bcn Financial, INC.
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Crown Capital Securities, L.P.Broker
February 2017 - April 2024 · 7 yrs 2 mos
Bcn Financial
August 2003 - April 1998 · 0 mos
Bcn Financial
June 1998 - October 2005 · 7 yrs 4 mos
Quest Securities, INC.Broker
October 1989 - February 2017 · 27 yrs 4 mos
State Registrations16 states
AKAZCACOHIIDLAMAMTNCNVORTNTXUTWA
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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