Jeffrey Wilson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Upper Saddle River, NJ, with 20 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
600 East Crescent Avenue, Suite 202, Upper Saddle River, NJ, 07458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has 50% ownership in Wilson Peak Wealth Management, Inc. since 2020, dedicating full-time hours to the firm. He also serves as a trustee for Wilson Peak Wealth Management, Inc's 401k.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
State Registrations21 states
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