Jere Wise is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lancaster, PA, 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
1195 Manheim Pike, Lancaster, PA, 17601
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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.