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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Alan Jehl is a financial advisor with over 30 years of experience in the industry. Gregg is registered with LPL Financial LLC and has a strong track record of providing comprehensive financial planning and investment management services. Gregg's expertise includes developing personalized financial plans, managing investment portfolios, and providing guidance on retirement planning, college savings, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/21/2023 - Present
LPL Financial LLC (Fort Wayne IN)
IN
05/19/2005 - 06/29/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WAYNE IN)
FL
06/14/2002 - 05/20/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
12/13/2000 - 06/26/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/16/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
12/14/2000 - 03/14/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
09/18/1995 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
02/11/1993 - 09/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/1993 - 09/20/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/21/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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