Jack Biedebach
Jack Biedebach is a CFP-designated registered investment advisor at LPL Financial LLC, based in Anaheim, CA, 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
155 N Riverview Drive, Anaheim, CA, 92808
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2025Customer Dispute
October 2020Other Business Activities
Jack spends nearly all of his time on JBG Wealth Management, a DBA for his LPL business, since 2014.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
City National Securities, INC.
City National Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 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.