JE
JE

Jeffrey Eischen

16 Years of Experience
Hillsboro, OR
Broker

Jeffrey Eischen is a registered investment advisor at LPL Financial LLC, based in Hillsboro, OR, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

421 SE Washington Street, Hillsboro, OR, 97123

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey operates Pace Financial Advisors as a DBA for his LPL business and provides investment advisory services, dedicating full-time hours to this role. He also owns and manages Mountain Top Orchards, LLC, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 7 mos
Pace Financial Advisors
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Financial Advocates Investment Management
September 2020 - April 2022 · 1 yr 7 mos
Ameriprise Financial Services, LLC.
January 2016 - September 2020 · 4 yrs 8 mos
Ameriprise Financial Services, LLCBroker
January 2016 - September 2020 · 4 yrs 8 mos
Edward Jones
March 2010 - January 2016 · 5 yrs 10 mos
Edward JonesBroker
March 2010 - January 2016 · 5 yrs 10 mos
State Registrations6 states
AZCOIDORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.