Chris Jordheim is a registered investment advisor at LPL Financial LLC, based in Hudson, OH, with 21 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
65 S. Main Street, Hudson, OH, 44236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chris is affiliated with several investment-related entities, including Stratos Wealth Partners, NexTier Wealth Management, Kelley Financial Group, Jordheim-Ambrose Wealth Management, Harris Wealth Management, and CoNext Wealth Partners. He also has a business entity for tax/investment purposes called Jordheim Capital Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
PNC InvestmentsBroker
PNC Investments
PNC Investments
PNC InvestmentsBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 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.