Jeffrey Markewich
Jeffrey Markewich is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, 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
6385 Corporate Dr, Ste 205, Colorado Springs, CO, 80919-5912
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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 operates under several DBAs for his LPL business: Clear Wealth Management (since 2018, taking nearly full-time), Asbury Wealth Partners (since 2020, dedicating a few hours per week), and Clear Start Financial (since 2020, dedicating minimal time). He also engages in non-variable insurance activities, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Intervest International, INC.
Intervest International Equities CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Hartford Equity Sales Company INC.Broker
Nylife Securities INC.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.