Jeffrey Partridge
Jeffrey Partridge is a registered investment advisor at LPL Financial LLC, based in Rapid City, SD, with 21 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
1136 Jackson Blvd Ste 2, Rapid City, SD, 57702
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Regulatory History (1)
Customer Dispute
September 2023Other 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
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra, LLC
Compass Financial Advisors LLC
Fintegra, LLCBroker
Fintegra Financial Solutions
Kt Investment Advisors, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.