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Jeffrey West

LPL Financial LLC
22 Years of Experience
Lemoyne, PA
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey West is a registered investment advisor at LPL Financial LLC, based in Lemoyne, PA, with 22 years of industry experience. Jeffrey 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4 Lemoyne Dr, Suite 103, Lemoyne, PA, 17043

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2004
Judgment / Lien
March 2001
Judgment / Lien
February 2001
Judgment / Lien
December 2000
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent selling life, health, annuities, and long-term care products, dedicating a few hours per week. He is also a managing partner and financial advisor at Freedom Financial Wealth Management, spending about a quarter of his time offering investment and advisory services, and a managing partner at Freedom Financial Insurance Services, LLC. Finally, Jeffrey is a board member/president of Woodbridge HOA, spending minimal time on these duties.

Employment History
Current Registrations
LPL Financial LLC
April 2026 - Present · 6 mos
LPL Financial LLCBroker
April 2026 - Present · 6 mos
LPL Financial LLC
April 2026 - Present · 6 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - April 2026 · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
April 2020 - April 2026 · 6 yrs
Cetera Advisor Networks LLC
April 2020 - June 2023 · 3 yrs 2 mos
Royal Alliance Associates, INC.Broker
October 2012 - April 2020 · 7 yrs 6 mos
Royal Alliance Associates, INC.
October 2012 - April 2020 · 7 yrs 6 mos
Pfg Financial Advisors
April 2008 - October 2012 · 4 yrs 6 mos
Walnut Street Securities, INC.Broker
April 2008 - October 2012 · 4 yrs 6 mos
Inner Harbor Asset Management
October 2006 - April 2008 · 1 yr 6 mos
The Riderwood Group IncorporatedBroker
February 2006 - April 2008 · 2 yrs 2 mos
New England SecuritiesBroker
July 2003 - May 2004 · 10 mos
Ids Life Insurance CompanyBroker
November 2000 - May 2002 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
November 2000 - May 2002 · 1 yr 6 mos
State Registrations10 states
DEFLIDMDNCNJOHPAVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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