Jared Black is a registered investment advisor at LPL Financial LLC, based in Cheyenne, WY, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7338 Stockman St., Cheyenne, WY, 82009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jared is a Parish Finance Council Member at St. Mary's Church, reviewing investment performance and asset allocation. He also works as an assistant referee for the Cheyenne Soccer Officials Association and a high school soccer referee, dedicating minimal time to the church and about 10% of his time to soccer.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
Dain Bosworth IncorporatedBroker
Reeves and Company, Investments and Securities, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.