Jeffrey Wilcox
Jeffrey Wilcox is a registered investment advisor at LPL Financial LLC, based in Temperance, MI, 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
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
7276 Jackman Rd, Temperance, MI, 48182
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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
Jeffrey is an insurance agent for Gleaner Life Insurance Society and a writing agent for Nowlin & Associates, both involving non-variable insurance. He also owns Superior Properties USA, LLC, a real estate rental business, and works as a substitute teacher at Emmanuel Christian School, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 states
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