Jeffrey Byas is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 22 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
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey operates Byas Wealth Management as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, spending nearly full-time on these activities. He also works as a seminar instructor for Business Management Associates and Planning, Inc., and owns BYAS ADVISORY, LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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