Jeremy Silcox is a registered investment advisor at LPL Financial LLC, based in Stockton, CA, 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.
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
1811 Grand Canal Blvd Ste 2, Stockton, CA, 95207
Get directionsHistory
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 Registrations24 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
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