Jeffrey Alexander
Jeffrey Alexander is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2006Customer Dispute
July 1998Other Business ActivitiesSells Insurance
Jeffrey has several investment-related activities, including DBAs for LPL business since 2015 and providing investment advisory services through Great Valley Advisor Group, Inc. since 2023. He also works with Great Valley Advisor Insurance Brokers selling non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Wealth Management
Citizens Securities, INC.
Citizens Securities, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ifmg Securities, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
State Registrations15 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.