Jerimiah Gildea
Jerimiah Gildea is a registered investment advisor at LPL Financial LLC, based in Beaverton, OR, with 11 years of industry experience. Jerimiah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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