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Jeffery Seitz

Steward Partners Investment Advisory, LLC
32 Years of Experience
Richland, WA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffery Seitz is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Richland, WA, with 32 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.

Steward Partners Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
478 advisors
Number of Clients
42,763 clients
Average Client Portfolio
$859K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

291 Bradley Boulevard, Suite 101, Richland, WA, 99352

Get directions

History

Regulatory History (3)
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
December 2007
Closed-No Action
Customer Dispute
June 2007
Settled
Customer Dispute
January 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffery owns real estate and a small family farm, dedicating minimal time to each. He also operates Integrity Financial Services as a DBA for his LPL business, dedicating nearly full-time hours, and works as a notary public.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
June 2026 - Present · 4 mos
Steward Partners Investment Advisory, LLC
June 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLCBroker
May 2023 - June 2026 · 3 yrs 1 mo
LPL Financial LLC
May 2023 - June 2026 · 3 yrs 1 mo
Kestra Investment Services, LLCBroker
May 2018 - May 2023 · 5 yrs
Kestra Advisory Services, LLC
May 2018 - May 2023 · 5 yrs
LPL Financial LLC
May 2018 - May 2018 · 0 mos
Strategic Wealth Advisors Group
July 2016 - May 2018 · 1 yr 10 mos
Strategic Wealth Advisors Group
May 2014 - July 2016 · 2 yrs 2 mos
LPL Financial LLCBroker
May 2014 - May 2018 · 4 yrs
Cetera Advisors LLC
March 2012 - May 2014 · 2 yrs 2 mos
Cetera Advisors LLCBroker
March 2012 - May 2014 · 2 yrs 2 mos
Kovack Securities INC.Broker
January 2008 - March 2012 · 4 yrs 2 mos
Kovack Advisors, INC.
January 2008 - March 2012 · 4 yrs 2 mos
Edward Jones
November 1996 - December 2007 · 11 yrs 1 mo
Edward JonesBroker
April 1994 - December 2007 · 13 yrs 8 mos
State Registrations19 states
AZCACOFLHIIDINKYLAMTNDNENMORSCTNTXWAWY
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.
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