Austin Jarrett (CRD# 6768539) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 6 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bmo Bank N.a. | Oshkosh, WI | Mar 2023 - Current | 1 |
| Lpl Financial | Oshkosh, WI | Mar 2023 - Current | 1 |
| Indiana University Men's Club Lacrosse | Bloomington, IN | Jan 2022 - Mar 2023 | 1 |
| Jp Morgan Securities, LLC | Indianapolis, IN | Jul 2019 - Mar 2023 | 3 |
| Jp Morgan Chase Bank, N.a. | Indianapolis, IN | Jul 2019 - Mar 2023 | 3 |
| Indiana University Club Lacrosse | Bloomington, IN | Feb 2021 - Mar 2022 | 1 |
| Indiana University | Bloomington, IN | Aug 2018 - Aug 2019 | 1 |
| Jarrett Family Cattle | Washington, IN | Apr 2007 - Aug 2019 | 12 |
| Edward Jones | Ellettsville, IN | Apr 2017 - Jul 2019 | 2 |
| Monsanto | Baraboo, WI | May 2015 - Apr 2017 | 1 |
| Wabash College | Crawfordsville, IN | Aug 2011 - May 2015 | 3 |
| Wabash College | Crawfordsville, IN | Aug 2011 - May 2015 | 3 |
| Crawfordsville | Crawfordsville, IN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- TX
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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