Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Albrecht is a financial advisor with Journey Strategic Wealth LLC. Ted has been in the industry since 2000. Ted has registrations in California, Colorado, Georgia, Idaho, Kentucky, Michigan, New Jersey, North Carolina, Texas and Virginia. Ted has a Series 7, Series 63, and Series 65 license. Ted is a Certified Financial Planner. Ted specializes in providing financial planning and investment advice to individuals, businesses and charitable organizations. Ted has previous experience with LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and J.P. Morgan Institutional Investments Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/05/2024 - Present
Journey Strategic Wealth LLC (Tampa FL)
FL
10/11/2019 - 08/06/2024
LPL FINANCIAL LLC (TAMPA FL)
CO
10/01/2012 - 10/23/2019
J.P. MORGAN SECURITIES LLC (LITTLETON CO)
CO
12/01/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LITTLETON CO)
CO
04/11/2005 - 12/01/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MA
08/06/2003 - 11/22/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
MO
09/17/2002 - 08/15/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
04/17/2000 - 08/29/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ted Albrecht is the right advisor for you? Invested Better is here to help.
