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Jeremy King

LPL Financial LLC
18 Years of Experience
Spokane, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeremy King is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 18 years of industry experience. Jeremy 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

918 S Monroe St, Ste A, Spokane, WA, 99204

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeremy is an insurance agent selling non-variable insurance, dedicating a few hours per week. He also owns Jeremy and Allie King Investments, LLC for tax/investment purposes, spending minimal time, and operates Mountain Sky Wealth Management as a DBA for his LPL business, which is a full-time commitment.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Investments, LLCBroker
May 2022 - May 2025 · 3 yrs
Grove Point Advisors, LLC
May 2022 - May 2025 · 3 yrs
VALIC Financial Advisors, INC.
January 2015 - May 2022 · 7 yrs 4 mos
VALIC Financial Advisors, INC.Broker
December 2014 - May 2022 · 7 yrs 5 mos
Investment Advisors
August 2014 - December 2014 · 4 mos
Proequities, INC.Broker
July 2014 - December 2014 · 5 mos
Amerivest Investment Management, LLC
May 2014 - May 2014 · 0 mos
TD Ameritrade, INC.
April 2014 - May 2014 · 1 mo
TD Ameritrade, INC.Broker
April 2014 - May 2014 · 1 mo
Pruco Securities, LLC.Broker
November 2011 - March 2014 · 2 yrs 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 2010 - September 2011 · 1 yr 6 mos
Edward Jones
February 2008 - January 2010 · 1 yr 11 mos
Edward JonesBroker
November 2007 - January 2010 · 2 yrs 2 mos
State Registrations19 states
ALAZCOFLGAIDLAMOMTNDNVOKORPASDTXWAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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