JD
JD

Jeffrey Doeden

28 Years of Experience
East Peoria, IL
1 DisclosureBroker

Jeffrey Doeden is a registered investment advisor at LPL Financial LLC, based in East Peoria, IL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

East Peoria, IL

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History

Regulatory History (1)
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.
Criminal
June 1990
Final Disposition
Other Business Activities

Jeffrey operates Doeden Asset Management as a DBA for his LPL business. He also owns and operates Doed Knows Taxes, a tax preparation and accounting service, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
LPL Financial LLC
November 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLC
November 2022 - November 2022 · 0 mos
Kestra Advisory Services, LLC
August 2017 - November 2022 · 5 yrs 3 mos
Kestra Investment Services, LLCBroker
August 2017 - November 2022 · 5 yrs 3 mos
Kestra Advisory Services, LLC
August 2017 - August 2017 · 0 mos
Wfg Advisors, LP
October 2014 - August 2017 · 2 yrs 10 mos
Wfg Investments, INC.Broker
October 2014 - August 2017 · 2 yrs 10 mos
Fmsi Advisers
April 2002 - October 2014 · 12 yrs 6 mos
First Midwest Securities, INC.Broker
February 2002 - October 2014 · 12 yrs 8 mos
American Investment Services, INC.Broker
July 1998 - February 2002 · 3 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
April 1997 - August 1998 · 1 yr 4 mos
State Registrations11 states
AZFLHIILINKYMONYTNTXVA
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.
Jeffrey Doeden - Financial Advisor | TrueAdvisor