Jeff
Jergens

Lpl Financial LLC

CRD#4499276
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jeff Jergens is an advisor who is based out of West Des Moines, Iowa. Currently a registered financial advisor with Lpl Financial LLC, they have gathered 14 years of work experience. Jergens holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Jergens can work with clients based out of Iowa. Their career trajectory has included roles at Edward Jones, Jergens Investments, Inc, Williams Sonoma and Lpl Financial LLC. Lpl Financial LLC is headquartered in West Des Moines, Iowa, and has 8,011 other brick-and-mortar locations in the country. As a registered advisory firm, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1441 29Th St Ste 310
West Des Moines, IA 50266-1309

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeff Jergens Work History

Jeff has 14 years of experience.

2014 - Present (5 years)

Lpl Financial LLC

2013 - Present (6 years)

Jergens Investments, Inc

2012 - 2012 (< 1 year)

Edward Jones

2012 - 2013 (1 year)

Williams Sonoma

2004 - 2012 (8 years)

Jergens Investments, Inc

Disclosures

Jeff Jergens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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