Jeffrey Schmeltekopf
Jeffrey Schmeltekopf is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3112 West 4th Street, Fort Worth, TX, 76107
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Regulatory History
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
Jeffrey is involved in several business activities, including non-variable insurance sales (life, disability, LTC, fixed annuities, property & casualties) since 2010, and serves as a Registered Investment Advisor. He also serves as a non-profit board member and owns JETI Investments, LLC, a real estate rental company.
Employment History
Current Registrations
LPL Financial LLC
Dean, Jacobson Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations20 states
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