JB
JB

Jeremy Blackburn

15 Years of Experience
Federal Way, WA
Broker

Jeremy Blackburn is a registered investment advisor at LPL Financial LLC, based in Federal Way, WA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

35105 Enchanted Pkwy S, Federal Way, WA, 98003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeremy has a DBA with Boeing Employees Credit Union - BECU Investment Services since 2012. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLC
April 2012 - Present · 14 yrs 1 mo
LPL Financial LLCBroker
April 2012 - Present · 14 yrs 1 mo
LPL Financial LLC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Chase Investment Services CORP.
July 2010 - December 2010 · 5 mos
Chase Investment Services CORP.Broker
July 2010 - December 2010 · 5 mos
Waddell & Reed, INC.
June 2009 - June 2010 · 1 yr
Waddell & Reed, INC.Broker
May 2009 - June 2010 · 1 yr 1 mo
State Registrations11 states
ALAZCAFLIDNVORSCTXWAWV
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.