Nathan JarmanCRD Number: 5915640
Current Firm: Lpl Financial LLC
Nathan Jarman (CRD# 5915640) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Lpl Financial, LLC||San Diego, CA||Jul 2014 - Current||3|
|Financial Planning Consultants||San Diego, CA||May 2014 - Current||3|
|Utah State University||Logan, UT||Aug 2013 - May 2014||< 1|
|Financial Planning Consultants||San Diego, CA||Jul 2013 - Aug 2013||< 1|
|Utah State University||Logan, UT||Aug 2012 - May 2013||< 1|
|Unemployed||Poway, CA||May 2012 - Aug 2012||< 1|
|Utah State University||Logan, UT||Aug 2011 - May 2012||< 1|
|Unemployed||San Diego, CA||Apr 2011 - Aug 2011||< 1|
|Unemployed||Knoxville, TN||Mar 2009 - Apr 2011||2|
|Unemployed||Poway, CA||Dec 2008 - Mar 2009||< 1|
|University At California Davis||Davis, CA||Aug 2008 - Dec 2008||< 1|
|Unemployed||Poway, CA||May 2008 - Aug 2008||< 1|
|University At California Davis||Davis, CA||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.