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Jaret Mutter

LPL Financial LLC
23 Years of Experience
Blacksburg, VA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jaret Mutter is a registered investment advisor at LPL Financial LLC, based in Blacksburg, VA, with 23 years of industry experience. Jaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1750 Kraft Dr Ste 1190, Blacksburg, VA, 24060

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2018
Final
Customer Dispute
April 2015
Settled
Customer Dispute
March 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jaret operates under several DBAs for his LPL business, including Botetourt Wealth Management, Blue Eagle Wealth Management, and Valley Wealth Group, taking up a significant portion of his time. He also engages in real estate rental activities through multiple LLCs and is a board president at Hunting Hills Country Club, dedicating a few hours per week to this role, and sells non-variable insurance products.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2018 - August 2021 · 3 yrs 4 mos
Cetera Advisor Networks LLC
October 2017 - December 2017 · 2 mos
Cetera Advisor Networks LLCBroker
October 2017 - August 2021 · 3 yrs 10 mos
Investment Centers of America, INC.
August 2014 - December 2017 · 3 yrs 4 mos
Investment Centers of America, INC.Broker
August 2014 - October 2017 · 3 yrs 2 mos
Suntrust Investment Services, INC.
December 2007 - August 2014 · 6 yrs 8 mos
Suntrust Investment Services, INC.Broker
December 2007 - August 2014 · 6 yrs 8 mos
Jefferson Pilot Securities CORP
May 2005 - December 2007 · 2 yrs 7 mos
Jefferson Pilot Securities CorporationBroker
May 2005 - December 2007 · 2 yrs 7 mos
UBS Financial Services INC.
November 2002 - April 2005 · 2 yrs 5 mos
UBS Financial Services INC.Broker
October 2002 - April 2005 · 2 yrs 6 mos
State Registrations20 states
CACOCTFLGAIAIDINKYMDMINCOHPASCTNTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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