Strategic Advisers
36yrs
Top advisor by experience in Queen Creek
5yrs
Jeffery Hebert has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Queen Creek, Arizona. Jeffery has been with LPL Financial since 2024; before that, Jeffery spent a year at Kestra Advisory Services and two years at Kestra Private Wealth Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 58 advisors with offices in Queen Creek, and one of 57 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office22237 S Ellsworth Rd, Queen Creek, AZ 85142
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- Dec 2022 – May 2024Kestra Advisory Services, LLCPreviously
- Jul 2021 – Jan 2023Kestra Private Wealth Services, LLCPreviously
Contact Jeffery
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jeffery. 22237 S Ellsworth RdQueen Creek, AZ 85142Office · Get directions Facebook pageLPL Financial
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Questions to ask Jeffery
Tailored to Jeffery’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeffery
How do I contact Jeffery?
Call LPL Financial at (704) 733-3300 and ask for Jeffery Hebert. Jeffery works from the Queen Creek, AZ office.
How long has Jeffery been a financial advisor?
Jeffery has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jeffery hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffery a fiduciary?
Jeffery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffery paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffery for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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