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JB
CFP · ChFC
JB
CFP · ChFC

Jorin Bale

LPL Financial LLC
22 Years of Experience
Loveland, CO
Broker
View SEC Summary
View SEC Summary

Jorin Bale is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Loveland, CO, with 22 years of industry experience. Jorin 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

970 E Eisenhower Blvd, Loveland, CO, 80537

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jorin is the Program Committee Chair for the Boulder County Estate Planning Council since 2022, dedicating minimal time. He is also a board member for the "I Have a Dream" Foundation of Boulder County since 2023, also dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
August 2012 - May 2025 · 12 yrs 9 mos
Cuso Financial Services, L.P.
August 2012 - May 2025 · 12 yrs 9 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
September 2011 - August 2012 · 11 mos
Bancwest Investment Services, INC.Broker
June 2011 - August 2012 · 1 yr 2 mos
Symetra Investment Services, INC.Broker
July 2003 - December 2010 · 7 yrs 5 mos
State Registrations23 states
AZCACOCTFLHIILINMAMDMNMTNCNHNJNVNYORPATXUTVAWA
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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