Jeremy Willson
Jeremy Willson is a registered investment advisor at LPL Financial LLC, based in Tracy, CA, with 11 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
612 W 11th St Ste 101, Tracy, CA, 95376
Get directionsHistory
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
Jeremy owns rental real estate and operates under the DBAs Willson & Company and Wilson & Company. He also provides investment advisory services through ICA Group Wealth Management, LLC, and sells insurance products including life, disability, and long-term care insurance through Aflac and other unspecified companies, dedicating about 10-20% of his time to tax preparation/accounting and minimal time to Aflac.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations18 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.