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

Paladin Research Report For:

Jarret Rodriguez-Conklin

Homestead Wealth Management

413 East Foothill Boulevard, Suite 100
San Dimas, CA 91773

About Jarret Rodriguez-Conklin

In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management.

As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.

See Disclosures

General Information

Firm Start Year
  • 1989
No. of Employees
  • 2-4
  • 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
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management


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 7, Series 66, Series 63
Insurance and Annuity Licenses
  • Annuity, Variable Life, Long Term Care, Disability, 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
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Hourly, Based on Assets, 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.

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


Additional Detailed Disclosures


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

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.