Jeffrey Felix is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pasadena, CA, with 10 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
599 E Colorado Blvd, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works full-time at BMO Harris Bank and BMO Investment Services. He also owns Mountain Eagle LLC, a real estate rental business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
M&t Securities, INC.Broker
M&t Securities, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
State Registrations1 state
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.