Jarret Rodriguez-Conklin, financial advisor San Dimas CA

Jarret Rodriguez-Conklin

CRD Number: 4977996
Current Firm: Lpl Financial LLC

Jarret Rodriguez-Conklin (CRD# 4977996) is an Investment Advisor Representative working at Lpl Financial LLC in San Dimas, CA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC San Dimas, CA Jan 2021 - Current 3
Wells Fargo Clearing Services, LLC Los Angeles, CA Nov 2016 - Jan 2021 4
Wells Fargo Advisors LLC Los Angeles, CA Jun 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Jarret Rodriguez-Conklin
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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