JH
JH

Jeffrey Hammond

27 Years of Experience
Downers Grove, IL
Broker

Jeffrey Hammond is a registered investment advisor at LPL Enterprise, LLC, based in Downers Grove, IL, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

1901 Butterfield Road, Suite 250, Downers Grove, IL, 60515

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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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Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Prudential Financial Planning Services
June 2018 - November 2024 · 6 yrs 5 mos
Pruco Securities, LLC.Broker
May 2018 - November 2024 · 6 yrs 6 mos
Transamerica Financial Advisors, INC.
June 2014 - May 2018 · 3 yrs 11 mos
Transamerica Financial Advisors, INCBroker
June 2014 - May 2018 · 3 yrs 11 mos
VALIC Financial Advisors, INC.
October 2006 - February 2013 · 6 yrs 4 mos
VALIC Financial Advisors, INC.Broker
October 2006 - February 2013 · 6 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
August 2001 - June 2006 · 4 yrs 10 mos
Lincoln Financial Advisors Corporation
July 1999 - September 2006 · 7 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - September 2006 · 8 yrs 3 mos
Cigna Financial Advisors,inc.Broker
September 1997 - June 1998 · 9 mos
State Registrations10 states
CAFLGAILINMSNJNYTNWI
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.