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CFP
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CFP

Jeremy Gussick

LPL Financial LLC
25 Years of Experience
Voorhees, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeremy Gussick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Voorhees, NJ, with 25 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 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

1000 White Horse Rd Ste 910, Voorhees, NJ, 08043

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeremy is involved in several business activities, including Gussick & Barnett, LLC (tax/investment purposes), LTCI Partners (long-term care insurance agent), Gussick & Barnett Financial Planning (DBA for LPL business, full-time), and Krause Brokerage Services (non-variable insurance). He dedicates minimal time to most activities, except for Gussick & Barnett Financial Planning.

Employment History
Current Registrations
LPL Financial LLC
July 2009 - Present · 17 yrs 3 mos
LPL Financial LLCBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
January 2005 - February 2006 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
October 2003 - November 2004 · 1 yr 1 mo
Bear Wagner Specialists LLCBroker
January 2001 - August 2003 · 2 yrs 7 mos
Hunter Specialists, LLCBroker
October 2000 - January 2001 · 3 mos
State Registrations16 states
AZCADEFLILINMAMDMIMONCNJNYPATNTX
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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