Jack Godfrey
Jack Godfrey is a registered investment advisor at LPL Financial LLC, based in Zeeland, MI, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
123 E. Main Ave., Zeeland, MI, 49464-1768
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Regulatory History (3)
Customer Dispute
April 2022Customer Dispute
June 2021Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Jack operates under the DBA Godfrey Investment Group for his LPL business since 2004. He is also a partner and financial advisor in Koele Godfrey Investment Group, a non-variable insurance DBA, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations1 state
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.