Jeffrey Hamilton
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- LPL Financial LLCMar 2025 to now
- Flagstar Bank N.AMar 2025 to now
- Bank of America, N.A.Aug 2021 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Mar 2025
- JPMorgan Chase Bank N.A.Nov 2018 to Jul 2021
- JPMorgan Securities LLCNov 2018 to Jul 2021
- UnemployedJul 2018 to Oct 2018
- Bank of America, N.A.Jan 2018 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jun 2018
- SpendmendJun 2017 to Dec 2017
- Robert HalfFeb 2017 to May 2017
- Pizza HutAug 2016 to Jan 2017
- Ferris State UniversityAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6900957
- Firm CRD
- 6413