Donald
Jereb

Lincoln Investment

CRD#1320689
Investment Advisor
in Independence, OH

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About this Advisor

Donald Jereb is a financial advisor working out of Independence, Ohio with a total of 6 years of industry experience. Jereb works at Lincoln Investment. Their career trajectory has included roles at 01/2017, Western And Southern Life, Lincoln Investment and Legend Advisory Corporation. Jereb is registered to operate in Ohio. Lincoln Investment is a business that has its headquarters in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 people on staff. It oversees $15 billion in assets across its 200,217 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 36 charities and foundations. Of its 200,217 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Lincoln Investment offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which service is offered. However, fee types charged by Lincoln Investment may include some combination of asset-based, hourly, fixed and commission-based fees.

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2 Summit Park Drive, Suite Suite 210
Independence, OH 44131

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

OH Average: $15,833,994,310
Total Number of Employees

1,294

OH Average: 41
Total Number of Accounts

200,217

OH Average: 3,342
Average Account Size

$76,696

OH Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Donald Jereb Work History

Donald has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lincoln Investment

2015 - Present (9 years)

01/2017

2017 - 2019 (2 years)

Legend Advisory Corporation

2014 - 2015 (1 year)

Western And Southern Life

*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 Donald Jereb 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 Lincoln Investment

Jose Madrigal
Lombard, IL
Terri Trotta
Fairport, NY
Gabriel Macias
Stevensville, MI
Clayton Thompson
Jacksonville, FL
Donald Jereb
Independence, OH
Thomas Riley
Schaumburg, IL
Bryan Faller
Blackwood, NJ
John Laurito
Fort Washington, PA

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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