Jesse Garshak
Jesse Garshak is a registered investment advisor at LPL Financial LLC, based in Bridgeville, PA, with 18 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
445 Washington Ave, Suite 102, Bridgeville, PA, 15017
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business ActivitiesSells Insurance
Jesse operates his LPL business through Independent Financial Services and owns Garshak Industries, LLC and Covid Cat Powersports, LLC. Jesse is also an insurance producer and Medicare producer, dedicating a few hours per week to each, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Essex National Securities, INC.
Essex National Securities, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.