Jeffrey Staley is a registered investment advisor at LPL Financial LLC, based in Johns Creek, GA, with 18 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
Johns Creek, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is involved in three outside business activities. He owns Staley Holdings LLC (real estate rental) and JBAMP, LLC (business entity for tax/investment purposes), dedicating minimal time to each, and operates Blackwater Group as a DBA for his LPL business, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations22 states
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