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Jeffrey Partridge

LPL Financial LLC
22 Years of Experience
Rapid City, SD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Partridge is a registered investment advisor at LPL Financial LLC, based in Rapid City, SD, with 22 years of industry experience. Jeffrey 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1136 Jackson Blvd Ste 2, Rapid City, SD, 57702

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey sells non-variable insurance and owns rental real estate. He also operates Partridge Financial, Inc. as a DBA for his LPL business, dedicating nearly full-time hours to it, and serves as a non-profit board member for the South Dakota Board of Regents, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
December 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
July 2015 - December 2019 · 4 yrs 5 mos
Securities America, INC.Broker
July 2015 - December 2019 · 4 yrs 5 mos
Fintegra, LLC
August 2011 - July 2015 · 3 yrs 11 mos
Compass Financial Advisors LLC
December 2007 - August 2012 · 4 yrs 8 mos
Fintegra, LLCBroker
November 2007 - July 2015 · 7 yrs 8 mos
Fintegra Financial Solutions
November 2007 - December 2007 · 1 mo
Kt Investment Advisors, LLC
November 2005 - November 2007 · 2 yrs
Linsco/private Ledger CORP.
November 2005 - November 2007 · 2 yrs
Linsco/private Ledger CORP.Broker
November 2005 - November 2007 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
June 2004 - November 2005 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - November 2005 · 1 yr 5 mos
State Registrations34 states
ALARAZCACOFLGAIAIDILKSMDMNMOMTNCNDNENJNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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