Jeff Locker
Jeff Locker is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 25 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeff is involved in several business activities, including real estate, insurance sales through Axius Financial, serving as an advisory representative, coaching soccer, and tax consulting. He also serves on boards for the Academy of the Sacred Heart and co-owns the St. Louis Ambush professional indoor soccer team, and works as an IAR with Cambridge Investment Research full-time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations18 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.