Jerrett Weltens is a registered investment advisor at LPL Financial LLC, based in Larchmont, NY, 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
2040 Boston Post Road, Larchmont, NY, 10538
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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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Jerrett works as a Financial Advisor at Wilmington Advisors at M&T, dedicating full-time hours to this role. Jerrett also owns rental real estate property, but spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, INC.Broker
Compass Brokerage, INC.Broker
First Avantus Securities, INC.Broker
State Registrations51 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.