Jeffrey Weston
Jeffrey Weston is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 12 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
1957 W Carson St Ste 100, Torrance, CA, 90501-3285
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Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Jeffrey operates Tortuga Wealth Management as a DBA for his LPL business and provides investment advisory services through Tortuga Wealth Management, spending about half his time on these activities. He also owns a share of Avondale426 Investors, LLC, a real estate rental business, and is a board member for Kaena Foundation, a non-profit, dedicating minimal time to each. Jeffrey also works as an insurance broker a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Tortuga Wealth Management
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.