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. 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
132 S. Prospect Ave Suite 100, Park Ridge, IL, 60068
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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 Registrations14 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.