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Jeffrey Myers

LPL Financial LLC
28 Years of Experience
Lynchburg, VA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Myers is a registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2250 Murrell Road, Ste. A, Lynchburg, VA, 24501

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History

Regulatory History (2)
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
May 2006
Denied
Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey operates Jeffrey Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also manages Jeffrey Properties LLC for tax/investment purposes and works as an advisor/agent for The Pinnacle Group selling non-variable insurance, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
July 2019 - Present · 7 yrs 3 mos
LPL Financial LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cadaret Grant & CO INC
September 2014 - July 2019 · 4 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
September 2014 - July 2019 · 4 yrs 10 mos
Ameriprise Financial Services, INC.Broker
December 2006 - October 2014 · 7 yrs 10 mos
Ameriprise Financial Services, INC.
December 2006 - October 2014 · 7 yrs 10 mos
Edward Jones
August 2005 - November 2006 · 1 yr 3 mos
Edward JonesBroker
August 2005 - November 2006 · 1 yr 3 mos
Banc of America Investment Services, INC.
July 2003 - August 2005 · 2 yrs 1 mo
Banc of America Investment Services, INC.Broker
May 2003 - August 2005 · 2 yrs 3 mos
Edward Jones
November 1999 - May 2003 · 3 yrs 6 mos
Edward JonesBroker
July 1998 - May 2003 · 4 yrs 10 mos
State Registrations20 states
ALCAFLGAINKSKYMDMIMOMSNCNYPASCSDTXUTVAWI
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.
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