JF
JF

Jeffrey Fratarcangeli

30 Years of Experience
Indianapolis, IN
3 DisclosuresBrokerSells Insurance

Jeffrey Fratarcangeli is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 30 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2024
Final
Employment Separation After Allegations
December 2023
Customer Dispute
January 2013
Settled
Other Business ActivitiesSells Insurance

Jeffrey is involved in numerous business activities, primarily related to real estate ownership and rental properties. He also serves on several boards and owns a portion of a private airplane, and his company LM Global Agency, LLC offers group health, property, and casualty insurance.

Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.
December 2023 - Present · 2 yrs 5 mos
Thurston Springer Advisors
December 2023 - Present · 2 yrs 5 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2014 - January 2024 · 9 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2014 - January 2024 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - March 2014 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - March 2014 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2004 - November 2008 · 4 yrs
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
Painewebber IncorporatedBroker
September 1998 - August 2000 · 1 yr 11 mos
Dean Witter Reynolds INC.Broker
February 1996 - September 1998 · 2 yrs 7 mos
State Registrations43 states
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSNCNENMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
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.