JarretRodriguez-Conklin- Financial Advisor San Dimas, CA

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About Jarret Rodriguez-Conklin

I am proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I followed my dream of serving my country by becoming a United States Marine. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon an honorable discharge, I transitioned to a new chapter in Southern California, beginning my financial career at Morgan Stanley. In 2005, I joined Bank of America Investment Services (now Merrill Lynch), and in 2009, I moved to Wells Fargo Advisors, where I had the honor of serving clients for over a decade. Currently, I bring my expertise as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant^® (ChFC^®) designation from The American College of Financial Services and the Certified Investment Management Analyst® (CIMA^®) designation, taught by the Yale School of Management and administered by the Investment Management Consultants Association^®.

My financial planning services include:

We offer a range of flexible financial services tailored to meet the unique needs of our clients, including comprehensive consulting and asset management. Our approach emphasizes tax-efficient investment strategies and proactive tax planning to help clients minimize tax liabilities and optimize their financial outcomes. Ongoing fees for financial consulting and asset management are based on the size and complexity of the assets under management. Additionally, we provide specialized services, such as Trust and Fiduciary management, and can coordinate with CPAs, Attorneys, Healthcare Professionals, and Long-Term Care providers.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

CRD#

4977996

Firm CRD#

6413

Insurance License#

0F12433

Name of Broker/Dealer

LPL Financial

States Licensed in

CA, AZ, CO, FL, MN, NV, OR, VA, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, CIMA^®

Securities Licenses

Series 66, Series 63, Series 7

Insurance and Annuity Licenses

Long Term Care, Variable Life, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$67,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Jarret Rodriguez-Conklin

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