Jerimiah Gildea
Jerimiah Gildea is a registered investment advisor at LPL Financial LLC, based in Beaverton, OR, 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
12725 SW Millikan Way, Ste 300, Beaverton, OR, 97005
Get directionsHistory
Regulatory History (1)
Financial
February 2017Other Business Activities
Jerimiah operates under the DBA Oregon Trail Investment Services for his LPL business. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
State Registrations6 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.