Jeffery Ohlrich, financial advisor Jacksonville FL

Jeffery Ohlrich

CRD Number: 6231848
Current Firm: Lpl Financial LLC

Jeffery Ohlrich (CRD# 6231848) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fleming Island, FL Sep 2019 - Current 4
Vystar Credit Union Fleming Island, FL Sep 2019 - Current 4
Unemployed Jacksonville, FL Apr 2018 - Sep 2019 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Dec 2014 - Mar 2018 3
Bank Of America, N.a. Jacksonville, FL Dec 2014 - Mar 2018 3
Fidelity Brokerage Services, LLC Jacksonville, FL Jul 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Jeffery T. Ohlrich
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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