Jeb Brown is a registered investment advisor at LPL Financial LLC, based in Paso Robles, CA, with 31 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
935 Riverside Ave #4, Paso Robles, CA, 93446
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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.
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Jeb operates his LPL business through Paradigm Advisors and Jeb Brown, LLC, a business entity for tax/investment purposes, dedicating nearly full-time hours to it. He also works as a musician under the name Second Chance Lucky, spending about 10-20% of his time on this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Blakeslee and Blakeslee INC.
Blakeslee and Blakeslee INC.Broker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Wm Financial Services, INC.Broker
Fn Investment CenterBroker
Invest Financial CorporationBroker
PFS Investments INC.Broker
State Registrations12 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.