Jeffrey Hejza
Jeffrey Hejza is a CFP-designated registered investment advisor at LPL Financial LLC, based in Park Ridge, IL, with 20 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
132 S. Prospect Ave Suite 100, Park Ridge, IL, 60068
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Jeffrey operates his LPL business through Lincoln Park Financial LLC, dedicating nearly full-time hours to it. He also works as a mortgage banker, manages real estate rentals, and has a business entity for tax/investment purposes, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations15 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.
Exams
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