Delio Jaramillo is a registered investment advisor at LPL Financial LLC, based in Pasadena, CA, with 30 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
670 N. Rosemead Blvd, Pasadena, CA, 91107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Delio operates Aldrich Wealth Management Group as a DBA for his LPL business. He also owns rental real estate, which he started renting out in 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Packerland Brokerage Services, INC.Broker
Morgan StanleyBroker
Empower Financial Services, INC.Broker
Manulife Financial Securities LLCBroker
Adp Broker-Dealer, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.