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Jeffrey Hedberg

LPL Financial LLC
34 Years of Experience
Newington, CT
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Hedberg is a registered investment advisor at LPL Financial LLC, based in Newington, CT, with 34 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

944 Main St Unit 1, Newington, CT, 06111

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History

Regulatory History (5)
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
November 2016
Denied
Customer Dispute
April 2013
Settled
Customer Dispute
February 2012
Settled
Customer Dispute
September 2008
Closed-No Action
Customer Dispute
July 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is involved in several business activities, including operating Hedberg Wealth Management as a DBA for his LPL business, non-variable insurance through Newington Financial LLC, and various real estate rental businesses. He also engages in trust and will related activities.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
LPL Financial LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.Broker
September 2019 - May 2023 · 3 yrs 8 mos
Sagepoint Financial, INC.
September 2019 - May 2023 · 3 yrs 8 mos
Morgan Stanley
November 2011 - September 2019 · 7 yrs 10 mos
Morgan StanleyBroker
November 2011 - September 2019 · 7 yrs 10 mos
Royal Alliance Associates, INC.
May 2006 - November 2011 · 5 yrs 6 mos
Royal Alliance Associates, INC.Broker
April 2006 - November 2011 · 5 yrs 7 mos
National Planning Corporation ("npc of America" in Fl & Ny)
March 2004 - April 2006 · 2 yrs 1 mo
National Planning CorporationBroker
March 2004 - April 2006 · 2 yrs 1 mo
Ing Financial Partners, INC
March 2000 - March 2004 · 4 yrs
Ing Financial Partners, INC.Broker
February 1998 - March 2004 · 6 yrs 1 mo
Investors Capital CORP.Broker
April 1996 - March 1998 · 1 yr 11 mos
Metlife Securities INC.Broker
April 1992 - April 1996 · 4 yrs
Metropolitan Life Insurance CompanyBroker
April 1992 - April 1996 · 4 yrs
State Registrations25 states
ARAZCACOCTDEFLGAILMEMIMSNCNHNJNMNYPARISCTNTXVAVTWA
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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