Kara Jett is a registered investment advisor at LPL Financial LLC, based in Golden, CO, with 32 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
14143 Denver West Pkwy Ste 450, Golden, CO, 80401
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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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Kara provides investment advisory services through Western Wealth Management, LLC, where she also serves as CCO. She also acts as CCO for Keystone Financial Services, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
Burch & Company, INCBroker
Burch & Company, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
MML Investors Services, INC.Broker
Invest Financial CorporationBroker
Primevest Financial Services, INC.Broker
Invest Financial CorporationBroker
State Registrations53 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.