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Jeffrey Lovett

LPL Financial LLC
29 Years of Experience
Washington Twp, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Lovett is a registered investment advisor at LPL Financial LLC, based in Washington Twp, MI, with 29 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

58111 Van Dyke Ave, Washington Twp, MI, 48094

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey operates Capstone Wealth Management as a DBA for his LPL business and has a business entity for tax/investment purposes, Jeffrey J Lovett Agency INC. He also has non-variable insurance and Eagle Rock Advisors, LLC for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cfd Investments, INC.Broker
May 2017 - November 2023 · 6 yrs 6 mos
Creative Financial Designs, INC.
May 2017 - November 2023 · 6 yrs 6 mos
Nationwide Securities, LLC
April 2013 - December 2015 · 2 yrs 8 mos
Nationwide Securities, LLC
August 2008 - December 2011 · 3 yrs 4 mos
1717 Capital Management Company
April 2007 - August 2008 · 1 yr 4 mos
Nationwide Securities, LLCBroker
April 1997 - May 2017 · 20 yrs 1 mo
State Registrations5 states
FLMINCOHTX
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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