Jeffrey Mishol
Jeffrey Mishol is a registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 23 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
150A Andover St, Suite 8, Danvers, MA, 01923
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey owns rental real estate and a ride-sharing business. He is also involved with J Mishol Financial Services and Bellwether Benefits, selling non-variable insurance products, dedicating a few hours per week to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Pruco Securities, LLC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Putnam Mutual Funds CORP.Broker
State Registrations9 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.