Jeffrey Newell
Jeffrey Newell is a registered investment advisor at LPL Financial LLC, based in Littleton, CO, with 30 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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