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Jarret + Rodriguez-Conklin - Financial Advisor in San Dimas, CA

Paladin Research Report For:

Jarret Rodriguez-Conklin

Homestead Wealth Management, Corp

413 East Foothill Boulevard, Suite 100
San Dimas, CA 91773
909-667-0587

General Information

Firm Start Year
  • 1989
No.of Employees
  • 2-4
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
  • 16
Number of Years with Current Firm
  • 16
Work with the following types of clients
  • Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
  • Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • CIMA®, ChFC®
Securities Licenses
  • Series 66, Series 7, Series 63
Insurance and Annuity Licenses
  • Disability, Annuity, Life, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients
  • 85
Advisor's Number of Managed Clients
  • 85
Advisor's Number of Planning Clients
  • 85
Assets Managed by Advisor
  • $62,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
  • 1.15%
Hourly Rate
  • $300
Additional Details on Charges
  • We offer flexibility by providing services ranging from fee for service planning to comprehensive consulting and asset management. Ongoing financial consulting and asset management fees are priced based on the size and complexity of managed assets. Additional services, including Trust & Fiduciary management, coordination with CPAs, Attorney, Health Care Professionals, LTC, can also be arranged.

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY