Jeffery Reese
Jeffery Reese is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 30 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
1121 NE 45th St Ste 100, Seattle, WA, 98105
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Regulatory History (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Jeffery spends about 5% of his time on non-variable insurance through WSECU Insurance Services. He also works with WSECU Investment Management as a registered investment advisor and DBA for his LPL business, dedicating about 5% of his time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wsecu Investment Management
Financial Network Investment CorporationBroker
Capital Brokerage CorporationBroker
State Registrations26 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.