Jeffrey Layhew
Jeffrey Layhew is a registered investment advisor at LPL Financial LLC, based in Syracuse, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
706 N Clinton St, Syracuse, NY, 13204
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2015Other 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
LPL Financial LLCBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
MML Investors Services, INC.Broker
State Registrations31 states
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
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