Robert Jerger
Robert Jerger is a registered investment advisor at LPL Financial LLC, based in West Chester, OH, with 27 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
8875 Cincinnati Dayton Rd, West Chester, OH, 45069
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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
Robert works with Crawford Insurance, an independent agency, writing life, disability, and long-term care insurance, dedicating about 10% of his time. He also has an independent insurance business, Cincinnati Investment Advisors LLC, selling various insurance products and spending nearly full-time hours on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
The Financial Network Group, LTD
Royal Alliance Associates, INC.Broker
Horan Securities, INC.Broker
Park Avenue Securities LLCBroker
Fidelity Brokerage Services, INC.Broker
State Registrations13 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.