Jared Motzenbecker
Jared Motzenbecker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 20 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
1538 Stickney Point Rd, Ste 101, Sarasota, FL, 34231
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is involved in several business activities. He works with Gulfside Insurance, spends full-time hours on Forthright Financial Planning LLC for tax/investment purposes, and dedicates about a quarter of his time to Siesta Wealth, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mfs Fund Distributors, INC.Broker
Guardian Investor Services LLCBroker
Franklin/templeton Distributors, INC.Broker
State Registrations14 states
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