JL
JL

Jeffrey Layhew

33 Years of Experience
Syracuse, NY
1 DisclosureBrokerSells Insurance

Jeffrey Layhew is a registered investment advisor at LPL Financial LLC, based in Syracuse, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

706 N Clinton St, Syracuse, NY, 13204

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History

Regulatory History (1)
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
July 2015
Denied
Other Business ActivitiesSells Insurance

Jeffrey teaches adult education classes and financial planning courses, sells motocross bikes and parts online, and works as a movie extra. He also sells insurance products, including life, health, disability, and annuity policies, dedicating a small amount of time to this activity, and operates under several DBAs for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
November 2012 - Present · 13 yrs 8 mos
LPL Financial LLCBroker
November 2007 - Present · 18 yrs 8 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
October 1993 - November 2007 · 14 yrs 1 mo
MML Investors Services, INC.Broker
September 1992 - October 1993 · 1 yr 1 mo
State Registrations31 states
ALAZCACOCTDCDEFLGAIAILKSMAMDMIMONCNHNJNMNYOHPASCTNTXUTVAVTWAWI
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.