Jeffrey Furniss
Jeffrey Furniss is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (7)
Customer Dispute
December 2024Customer Dispute
October 2024Customer Dispute
August 2024Customer Dispute
February 2024Customer Dispute
July 2022Customer Dispute
May 2022Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Jeffrey operates his LPL business through Charter Financial Group and dedicates nearly full-time hours to it. He also has outside W-2 employment with 1000 Bestgate Road, LLC and a business entity for tax/investment purposes called WFC LLC, and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations21 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.