Jere ElbakriCRD Number: 3039963
Current Firm: Lpl Financial LLC
Jere Elbakri (CRD# 3039963) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Lpl Financial LLC||Salt Lake City, UT||Nov 2011 - Current||5|
|Nations Financial Group, Inc.||Cedar Rapids, IA||Jan 2003 - Oct 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 1998|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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