Heidi Reif-Jones
Heidi Reif-Jones is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 4 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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
Heidi sells fixed insurance products including life, health, disability, fixed annuities, and long-term care, dedicating a few hours per week. She also owns rental properties, is a member/financial professional at Sequoia Wealth Solutions LLC (dedicating nearly full-time hours), and is a member of two clubs: Airheads, Inc and ARCC 172 Flyers, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
State Registrations12 states
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