Jeremy Ayers
Jeremy Ayers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Perrysburg, OH, with 27 years of industry experience. Jeremy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
28350 Kensington Lane Ste 300, Perrysburg, OH, 43551
Get directionsHistory
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
Jeremy operates Ayers Wealth Management as a DBA for his LPL business. He also sells non-variable insurance through MassMutual Brokerage, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.
Exams
More Advisors
- Robert WadeLPL Financial LLC
- Dennis KerstenLPL Financial LLC
- Joshua Rochon, CFPAan Wealth Advisors LLC
- Robert Schoonmaker, CFPAmeritas Advisory Services, LLC
- Brian Hughes, CFPHughes Financial Group, LLC
- Phillip Bollin, CFPBollin Wealth Management, LLC