Jeffrey Lapidus
Jeffrey Lapidus is a registered investment advisor at LPL Financial LLC, based in Englewood, FL, with 25 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
Englewood, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2010Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Jeffrey operates JBL Financial Services Inc as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, spending nearly full-time on the latter. He also owns J B Lapidus & Company, an insurance agency, and sells fixed annuities, life, health, accident, and group employee benefits, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
Tower Square Securities, INC.Broker
Nylife Securities INC.Broker
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.