Jarrod Lege is a registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 22 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
3909 Ambassador Caffrey Pkwy, Suite G-1, Lafayette, LA, 70503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarrod has several business entities, including Shelley Harris Moncrief, LLC, Standard Investment Advisors, LLC, SIA Investment Services, LLC, and Jarrod Lege Consulting LLC, primarily for tax/investment purposes. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital One Sharebuilder, INC.Broker
Capital One Investment Services LLCBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations9 states
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