JE
JE

Jacob Eddington

8 Years of Experience
Columbia, SC
BrokerSells Insurance

Jacob Eddington is a registered investment advisor at LPL Financial LLC, based in Columbia, SC, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1201 Hampton St Ste 3A2, Columbia, SC, 29201

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jacob operates under the DBA EFinancial Advisors for his LPL business since 2021. He also works as an insurance broker through Source Brokerage, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Park Avenue Securities LLC
May 2020 - February 2021 · 9 mos
Park Avenue Securities LLCBroker
March 2019 - February 2021 · 1 yr 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 2017 - January 2019 · 1 yr 4 mos
State Registrations2 states
SCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jacob Eddington - Financial Advisor | TrueAdvisor