Jere Wise is a CFP-designated registered investment advisor at LPL Financial LLC, based in York, PA, with 28 years of industry experience. Jere 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3649 E Market Street, York, PA, 17402
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jere sells fixed insurance through Brokers Service Marketing Group (BSMG), dedicating about 10-20% of their time to this activity. Jere also works full-time for Northwest Investment Services as a DBA for LPL business, and spends minimal time referring to bank partners at Northwest Bank.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
Northwest Advisors, INC.
Obs Brokerage Services, INC.Broker
Uvest Financial Services Group, INC.Broker
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 states
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
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