Jeffrey Newell
Jeffrey Newell is a registered investment advisor at LPL Financial LLC, based in Littleton, CO, with 29 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
Littleton, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
March 2000Other Business Activities
Jeffrey operates Newell Money Management as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
State Registrations5 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.