Jeffrey Farrell
Jeffrey Farrell is a registered investment advisor at World Equity Group, INC., based in Sea Girt, NJ, with 28 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
530 Washington Blvd, Suite 4, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2012Customer Dispute
March 2011Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Jeffrey is a sales agent for fixed insurance products since 2000, dedicating minimal time to this activity. A minimal amount of time is spent on this activity during securities trading hours.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Barron Chase Securities, INC.Broker
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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