JH
JH

Jeffrey Hughes

30 Years of Experience
Mundelein, IL
BrokerSells Insurance

Jeffrey Hughes is a registered investment advisor at Tsfg, LLC, based in Mundelein, IL, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,342 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,342 clients
Average Client Portfolio
$743K average
Assets Under Management
$997.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

TSFG, LLC charges an annual investment advisory fee of up to 2.00% of the value of your account. This fee is negotiable. The fee is calculated based on the market value of your account at the end of the previous quarter and billed in advance each quarter.

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Location

291 N Archer Avenue, Mundelein, IL, 60060

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jeffrey operates TS Financial Group and GradePoint Financial as DBAs for his LPL business, dedicating full-time hours to these activities. He also works as an agent for GradePoint Insurance, BackNine, and Capitas, selling non-variable insurance, and spends minimal time on J Hughes Financial Group PLLC for tax/investment purposes.

Employment History
Current Registrations
Tsfg, LLC
August 2024 - Present · 1 yr 8 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 5 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Fsc Securities Corporation
September 2015 - April 2016 · 7 mos
Royal Alliance Associates, INC.Broker
September 2015 - April 2016 · 7 mos
Fsc Securities CorporationBroker
September 2015 - April 2016 · 7 mos
Woodbury Financial Services, INC.Broker
July 2015 - April 2016 · 9 mos
Woodbury Financial Services, INC.
July 2015 - April 2016 · 9 mos
Sagepoint Financial, INC.
September 2014 - April 2016 · 1 yr 7 mos
Sagepoint Financial, INC.Broker
September 2014 - April 2016 · 1 yr 7 mos
Sagepoint Financial, INC.Broker
September 2014 - September 2014 · 0 mos
Sagepoint Financial, INC.
September 2014 - September 2014 · 0 mos
American General Financial Advisors, INC.
August 2002 - May 2009 · 6 yrs 9 mos
The Variable Annuity Marketing CompanyBroker
November 2000 - December 2001 · 1 yr 1 mo
VALIC Financial Advisors, INC.
September 2000 - August 2023 · 22 yrs 11 mos
VALIC Financial Advisors, INC.Broker
April 1999 - August 2023 · 24 yrs 4 mos
Gateway Investment Services, INC.Broker
April 1998 - November 2000 · 2 yrs 7 mos
Fn Investment CenterBroker
September 1997 - April 1998 · 7 mos
U.S. Bancorp SecuritiesBroker
December 1995 - September 1997 · 1 yr 9 mos
Fortis Investors, INC.Broker
June 1995 - September 1995 · 3 mos
State Registrations3 states
ILMEWA
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.
Jeffrey Hughes - Financial Advisor | TrueAdvisor