Gregg Jehl
Gregg Jehl is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6209 Constitution Drive, Fort Wayne, IN, 46804
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Regulatory History (3)
Customer Dispute
December 2004Customer Dispute
December 2002Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Gregg is a non-profit board member for Parkview Health Systems and a member of its Finance Committee, and also has a business entity for tax/investment purposes. He also operates Jehl & Kreilach Financial Management, LLC as a DBA for his LPL business full-time, and sells life, disability, and long-term care insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 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.