Jerome Newbill
Jerome Newbill is a registered investment advisor at LPL Financial LLC, based in King William, VA, with 13 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
202 Fairfield Dr., King William, VA, 23086
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerome is a licensed real estate agent for Keller Williams Realty Franchise since 2012, dedicating about 30% of his time. Since 2013, he has also been an agent selling fixed life and fixed annuities, spending about a quarter of his time on this. Additionally, since 2014, Jerome has been a licensed real estate agent with Dalton Realty, spending a few hours per week, some of which occurs during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.