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CFP
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CFP

Jeffrey Callan

LPL Financial LLC
23 Years of Experience
Fairfax, VA
Broker
View SEC Summary
View SEC Summary

Jeffrey Callan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairfax, VA, with 23 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 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

4097 Monument Corner Dr, Fairfax, VA, 22030

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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 Activities

Jeffrey operates Apple Financial Services LLC as a DBA for his LPL business. This takes nearly full-time hours, with minimal time spent during trading hours.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
November 2017 - May 2025 · 7 yrs 6 mos
Cuso Financial Services, L.P.Broker
May 2015 - May 2025 · 10 yrs
LPL Financial LLCBroker
January 2010 - June 2014 · 4 yrs 5 mos
Primevest Financial Services, INC.
August 2007 - January 2010 · 2 yrs 5 mos
Primevest Financial Services, INC.Broker
May 2006 - January 2010 · 3 yrs 8 mos
Essex National Securities, INC.Broker
April 2003 - April 2005 · 2 yrs
AXA Advisors, LLCBroker
November 2002 - March 2003 · 4 mos
Banc of America Investment Services, INC.Broker
July 2000 - January 2001 · 6 mos
Banc of America Investment Services, INC.Broker
July 1999 - March 2000 · 8 mos
State Registrations5 states
CODCDENYVA
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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