Jeffrey Arthur Neel

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  J. Neel & Company/Jeffrey A. Neel Cpa
  Bellevue, ID
• 09/1999 → 05/2021
  Avantax Investment Services, Inc.
  Bellevue, ID
• 10/1999 → 05/2021
  Avantax Advisory Services
  Bellevue, ID
• 11/2002 → Present
  J. Neel And Company, Pa
  Bellevue, ID
• 05/2021 → Present
  Lpl Financial, Llc
  Bellevue, ID

Previous Registrations

• 1999-10-07 → 2021-06-02
  Avantax Advisory Services
  Bellevue, ID

Other Businesses

1) 2002 - Tax Prep/Accounting/CPA - J. Neel and Company, PA - Investment Related - Bellevue, ID 83313 2) 2002 - DBA for LPL Business (entity for LPL business) - J. Neel and Company, PA - Investment Related - Bellevue, ID 83313

Exams

• S66 Uniform Combined State Law Examination
  1999-08-12

Other Names

• Jeffrey A Neel
• Jeffrey Arthur Neel