Jared Conrad
Jared Conrad is a registered investment advisor at LPL Financial LLC, based in Harrisburg, PA, with 19 years of industry experience. Jared 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1500 Elmerton Ave, Harrisburg, PA, 17110
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2012Other Business Activities
Jared operates his LPL Financial business under the DBA PSECU Financial Services since 2021. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
PNC InvestmentsBroker
PNC Investments
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 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.
Exams
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