Jarrett Krienes is a registered investment advisor at LPL Financial LLC, based in Crystal River, FL, with 28 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
1039 NE 5th Street, Crystal River, FL, 34429
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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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Jarrett operates under Suncoast Investment Services as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
New England Securities Corporation
Oneamerica Securities, INC.Broker
New England SecuritiesBroker
Nylife Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Allstate Financial Services, LLCBroker
H&r Block Financial Advisors, INC.Broker
Shields & CompanyBroker
Barron Chase Securities, 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.