Jeffrey
Ditsworth
Lion Street Advisors, LLC
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About this Advisor
Jeffrey Ditsworth is a chartered financial consultant operating out of Austin, Texas with 1 year of industry experience. Ditsworth is an advisor for Lion Street Advisors, LLC. Ditsworth has gained experience at Aviva Usa Corporation, Ash Brokerage, Mercap Securities, LLC, North American Company For Life And Health Insurance, Sammons Financial Network, Lion Street Advisors, Axa Distributors, LLC, Equitable Distributors, LLC and Lion Street Financial. Ditsworth maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Lion Street Advisors, LLC is a business based out of Austin, TX. The firm has offices in 27 locations and a total of 146 financial advisors. It controls $1 billion in assets between its 4,709 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 4,709 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. Lion Street Advisors, LLC offers 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 and selection of other advisers. Fees charged by financial advisors usually vary depending on the services provided. However, fee types billed by Lion Street Advisors, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
Jeffrey Ditsworth Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Lion Street Advisors
Lion Street Financial
Axa Distributors, LLC
Equitable Distributors, LLC
Sammons Financial Network
North American Company For Life And Health Insurance
Ash Brokerage
Mercap Securities, LLC
Aviva Usa Corporation
*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 Jeffrey Ditsworth 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 Lion Street Advisors, LLC
Lake Oswego, OR
Philadelphia, PA
Austin, TX
Bellevue, WA
Austin, TX
Austin, TX
Bellevue, WA
Austin, TX
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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