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CFP
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CFP

Jeffrey Sharman

LPL Financial LLC
34 Years of Experience
Pittsford, NY
Broker
View SEC Summary
View SEC Summary

Jeffrey Sharman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsford, NY, 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

141 Sully'S Trail #9, Pittsford, NY, 14534

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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 is associated with Evergreen Wealth Partners as a DBA for LPL Business, dedicating full-time hours. He also spends minimal time with Sharmon Advisory Group, LLC.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2021 - December 2024 · 3 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2012 - December 2014 · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 2012 - December 2024 · 12 yrs 11 mos
Chase Investment Services CORP.
September 1999 - January 2012 · 12 yrs 4 mos
Chase Investment Services CORP.Broker
March 1998 - January 2012 · 13 yrs 10 mos
Olde Discount CorporationBroker
July 1992 - March 1998 · 5 yrs 8 mos
J. W. Gant & Associates, INC.Broker
April 1992 - June 1992 · 2 mos
Euro-Atlantic Securities INC.Broker
March 1992 - April 1992 · 1 mo
State Registrations13 states
AKCACOCTFLIDKSNCNYOHOKORPA
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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