Jeffrey Speicher
Jeffrey Speicher is a registered investment advisor at Prospera Financial Services, INC., based in Durango, CO, with 27 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
799 E 3rd St, Suite 4, Durango, CO, 81301
Get directionsHistory
Regulatory History (1)
Financial
May 2019Other Business Activities
Jeffrey owns rental property and is the trustee of a children's gift trust. He is also a board member of Durango BMX and the sole member of Arawn, LLC and Taranis, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations29 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.