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JM
CFP
JM
CFP

Jeffrey Mansur

LPL Financial LLC
30 Years of Experience
Vancouver, WA
Broker
View SEC Summary
View SEC Summary

Jeffrey Mansur is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1498 SE Tech Center Pl Ste 100, Vancouver, WA, 98683

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey operates Mansur Financial as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - May 2025 · 6 yrs 6 mos
Osaic Wealth, INC.
November 2018 - May 2025 · 6 yrs 6 mos
Signator Investors, INC.
December 2015 - November 2018 · 2 yrs 11 mos
Signator Investors, INC.Broker
December 2015 - November 2018 · 2 yrs 11 mos
Signator Financial Services, INC.
July 2003 - December 2015 · 12 yrs 5 mos
Signator Financial Services, INC.Broker
April 2003 - December 2015 · 12 yrs 8 mos
New England Securities Corporation
August 2002 - May 2003 · 9 mos
New England SecuritiesBroker
July 1996 - May 2003 · 6 yrs 10 mos
State Registrations23 states
ARAZCACOCTFLGAHIIAIDILMAMDMTNCNVOHORSCSDTXWAWY
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.
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