Jeremy Silcox is a registered investment advisor at LPL Financial LLC, based in Stockton, CA, with 24 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
1776 W March Lane, Ste 310, Stockton, CA, 95207
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Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Jeremy operates under two DBAs for his LPL business: Pathway Financial and Stroup & Silcox Group, Inc. He also owns Silky Investments LLC, a real estate rental business, and is a non-profit board member for Tracy Unified School District, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations23 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.