Jay Svehla (CRD# 2925827) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Island, NE and has over 26 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lincoln, NE | Apr 2020 - Current | 4 |
| Premier Trust | Lincoln, NE | Apr 2015 - Current | 9 |
| Troop 22 Treasurer | Lincoln, NE | Jun 2014 - Apr 2020 | 5 |
| Svehla Properties, LLC | Omaha, NE | Nov 2010 - Apr 2020 | 9 |
| Jfc Financial Services | Lincoln, NE | Aug 2006 - Apr 2020 | 13 |
| Securities America, Inc. | Lincoln, NE | Jul 2006 - Mar 2020 | 13 |
| Securiites America Advisors, Inc. | Lincoln, NE | Jul 2006 - Mar 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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