Jeremy Meyer is a registered investment advisor at LPL Financial LLC, based in Onley, VA, 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
25020 Shore Parkway, Ste 2B, Onley, VA, 23418
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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 Chesapeake Investment Planning LLC as a DBA for his LPL business and has a small ownership stake in 5&2 Partners LLC for tax purposes. He also works as a girls high school lacrosse official for a few hours per week and receives trail commissions on FIA from Delaware Life.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
M&t Securities, INC.
M&t Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
State Registrations9 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.