![Jarret Rodriguez-Conklin, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
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.
![Steven Adams, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
CRD# 1527744
Transamerica Financial Advisors, Inc.
![Joseph Addy, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
CRD# 4609130
Wells Fargo Advisors
![Steven Adelizi, financial advisor San Dimas CA](/img/ws/profile-blank-sq.png)
CRD# 1014208
Wells Fargo Advisors
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 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
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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