Jeffrey Elsworth, financial advisor Kent WA

Jeffrey Elsworth

CRD Number: 4256328
Current Firm: Lpl Financial LLC

Jeffrey Elsworth (CRD# 4256328) is an Investment Advisor Representative working at Lpl Financial LLC in Kent, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Kent, WA Oct 2018 - Current 2
Personal Financial Planning Kent, WA May 2000 - Current 20
Cetera Advisors LLC Denver, CO Jan 2013 - Oct 2018 5
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Pacific West Securities, Inc. Renton, WA Aug 2000 - Feb 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Jeffrey D. Elsworth
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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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