Jeffrey Hamilton
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Hamilton is an investment adviser representative with LPL Financial LLC in Rochester, MI, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
3 states and territories
Florida, Michigan, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 – Jun 2018Troy, MI
- Bank of America, N.A.Jan 2018 – Jun 2018Troy, MI
- Ferris State UniversityAug 2013 – Dec 2016Big Rapids, MI
- Pizza HutAug 2016 – Jan 2017Grand Rapids, MI
- SpendmendJun 2017 – Dec 2017Kentwood, MI
- JPMorgan Securities LLCNov 2018 – Jul 2021Clarkston, MI
- JPMorgan Chase Bank N.A.Nov 2018 – Jul 2021Clarkston, MI
- UnemployedJul 2018 – Oct 2018Clarkston, MI
- Robert HalfFeb 2017 – May 2017Grand Rapids, MI
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 – Mar 2025Troy, MI
- BANK OF America, N.A.Aug 2021 – Mar 2025Troy, MI
- Flagstar BANK N.AMar 2025 – no end date reportedRochester, MI
- LPL Financial LLCMar 2025 – no end date reportedRochester, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
Showing 12 of 24,114 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Hamilton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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