Robert Jefferson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJul 2021 to now
- Jmj Financial Partners, Inc.Jan 2019 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesOct 2017 to Jul 2021
- Waddell & Reed, IncOct 2017 to Jul 2021
- UnemployedSep 2017 to Oct 2017
- Essex Securities LLCFeb 2017 to Sep 2017
- Global Investment Advisors LLCFeb 2017 to Sep 2017
- UnemployedJul 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6399795
- Firm CRD
- 6413