Jordan Lefko is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 60 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
Beachwood, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is involved in several outside business activities, including owning rental real estate since 1985, acting in a fiduciary capacity for two trusts, and serving as a non-profit board member for two organizations. These activities require minimal time for the real estate and Menorah Park, about 10% of Jordan's time for the Ben Lefkovitz Trust, and about 10-20% of Jordan's time for the Gross Schechter Day School.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cantella & CO., INC.Broker
Cantella & CO., INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations4 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.