JM
JM
Jeffrey Mcmahon
27 Years of Experience
Alexandria, VA
1 DisclosureBroker
Jeffrey Mcmahon is a registered investment advisor at LPL Financial LLC, based in Alexandria, VA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
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.
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Location
Alexandria, VA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019Settled
Employment History
Current Registrations
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 5 mos
LPL Financial LLC
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Bb&t Investment Services, INC.
May 2012 - December 2012 · 7 mos
Bb&t Investment Services, INC.Broker
May 2012 - December 2012 · 7 mos
Wells Fargo Advisors, LLC
June 2004 - May 2012 · 7 yrs 11 mos
Wells Fargo Advisors, LLCBroker
June 2004 - May 2012 · 7 yrs 11 mos
Morgan Stanley
October 1999 - June 2004 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
August 1998 - June 2004 · 5 yrs 10 mos
State Registrations10 states
ALDCFLILMAMDMIPAVAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.