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Jeffrey Kercher

Cambridge Investment Research Advisors, INC.
36 Years of Experience
Lebanon, PA
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Jeffrey Kercher is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lebanon, PA, with 36 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

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

Location

859 Water Edge Ct, Ste A, Lebanon, PA, 17046

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History

Regulatory History (4)
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
December 1998
Denied
Customer Dispute
November 1998
Settled
Employment Separation After Allegations
September 1998
Customer Dispute
November 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent for various independent insurance companies. He also works as an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time on investment-related activities and trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2010 - Present · 16 yrs
Cambridge Investment Research, INC.Broker
November 1998 - Present · 27 yrs 11 mos
Previous Registrations
American Express Financial Advisors INC.Broker
June 1990 - September 1998 · 8 yrs 3 mos
Ids Life Insurance CompanyBroker
June 1990 - September 1998 · 8 yrs 3 mos
State Registrations5 states
FLMDNCNJPA
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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