Jeffrey Roskelley is a registered investment advisor at LPL Financial LLC, based in South Jordan, UT, 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
406 W South Jordan Pkwy #200, South Jordan, UT, 84095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates his LPL business through Progressive Planning, LLC. He also uses Jeffrey C. Roskelley LLC as a business entity for tax and investment purposes, dedicating nearly full-time hours to it, especially during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Registrations10 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.