Jeff Mejac is a registered investment advisor at LPL Financial LLC, based in North Royalton, OH, with 7 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
North Royalton, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeff operates JM Investment Solutions, LLC as a DBA for his LPL business. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Jackson National Life Distributors LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Independence Capital CO., INC.Broker
State Registrations7 states
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