Jaret Mutter
Jaret Mutter is a registered investment advisor at LPL Financial LLC, based in Blacksburg, VA, 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
1750 Kraft Dr Ste 1190, Blacksburg, VA, 24060
Get directionsHistory
Regulatory History (3)
Regulatory
April 2018Customer Dispute
April 2015Customer Dispute
March 2015Other 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
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations19 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.