Jeffrey Ponson
Jeffrey Ponson is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 23 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
4220 Bluebonnet Blvd Ste B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including Jeff Ponson Financial Services, focusing on non-variable insurance and property & casualty insurance since 2001, taking about half of his time. He also operates Champion Wealth Strategies and Jeff Ponson Financial Services LLC as DBAs for his LPL business, dedicating full-time hours and a few hours per week, respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 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.