Jared Newman is a registered investment advisor at LPL Financial LLC, based in Cornelius, NC, with 23 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
19510 Jetton Rd, Cornelius, NC, 28031
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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.
Learn about disclosures →Other Business Activities
Jared operates under the DBA United Community Advisory for his LPL business. He also serves as Regional Director Private Banking SVP at United Community Bank, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
PNC InvestmentsBroker
PNC Investments
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Fifth Third Securities, INC.Broker
Amsouth Investment Services, INC.Broker
UBS Painewebber INC.Broker
State Registrations4 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.