Jay
Svehla

Lpl Financial LLC

CRD#2925827
Investment Advisor
in Grand Island, NE

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About this Advisor

Jay Svehla is a chartered financial consultant working in Grand Island, Nebraska with 3 years of industry experience. Svehla is on the advisory team at Lpl Financial LLC. Svehla has gained experience at Securities America, Inc, Securiites America Advisors, Inc, Jfc Financial Services, Svehla Properties, LLC, Troop 22 Treasurer, Premier Trust and Lpl Financial LLC. Svehla has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Nebraska and Texas. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in assets across its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. Lpl Financial LLC provides a broad range of services, such as 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. Fees for financial management vary depending on which service is offered. Fees billed by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

3 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

Office Location

732 Diers Ave
Grand Island, NE 68803

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NE Average: $646,059,043
Total Number of Employees

31,366

NE Average: 13
Total Number of Accounts

1,688,501

NE Average: 661
Average Account Size

$217,956

NE Average: $977,396

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

Jay Svehla Work History

Jay has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2015 - Present (9 years)

Premier Trust

2010 - Present (14 years)

Svehla Properties, LLC

2014 - 2020 (6 years)

Troop 22 Treasurer

2006 - 2020 (14 years)

Securities America, Inc

2006 - 2020 (14 years)

Securiites America Advisors, Inc

2006 - 2020 (14 years)

Jfc Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jay Svehla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Daniel Mehan
Chico, CA
Tracy Marlin
Newport Beach, CA
Joseph Sarbello
Sea Girt, NJ
Adam Chaney
Naperville, IL
Robert Notarfrancesco
Bridgeport, CT
Scott Feher
Walnut Creek, CA
John Gehlhaart
Waukesha, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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