Jean Stefanov
Jean Stefanov is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 32 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
3601 Green Rd Ste 100, Beachwood, OH, 44122
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jean has check writing authority for her husband's TV production business, spends about 10-20% of her time on DBA activities with The Tyler-Stone Group, and provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of her time. She also offers life, disability, and health insurance to existing clients, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
The Tyler-Stone Group
LPL Financial LLC
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 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.