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Jesse Garshak

LPL Financial LLC
18 Years of Experience
Bridgeville, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jesse Garshak is a registered investment advisor at LPL Financial LLC, based in Bridgeville, PA, with 18 years of industry experience. Jesse 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

445 Washington Ave, Suite 102, Bridgeville, PA, 15017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
VALIC Financial Advisors, INC.
March 2015 - June 2023 · 8 yrs 3 mos
VALIC Financial Advisors, INC.Broker
March 2015 - June 2023 · 8 yrs 3 mos
The Huntington Investment Company
February 2013 - March 2015 · 2 yrs 1 mo
The Huntington Investment CompanyBroker
February 2013 - March 2015 · 2 yrs 1 mo
Essex National Securities, INC.
December 2010 - August 2012 · 1 yr 8 mos
Essex National Securities, INC.Broker
December 2010 - August 2012 · 1 yr 8 mos
LPL Financial CorporationBroker
December 2009 - October 2010 · 10 mos
LPL Financial Corporation
December 2009 - October 2010 · 10 mos
PNC Investments
November 2009 - December 2009 · 1 mo
PNC InvestmentsBroker
November 2009 - December 2009 · 1 mo
Natcity Investments, INC.
January 2008 - November 2009 · 1 yr 10 mos
Natcity Investments, INC.Broker
January 2008 - November 2009 · 1 yr 10 mos
Ameriprise Financial Services, INC.
February 2007 - October 2007 · 8 mos
Ameriprise Financial Services, INC.Broker
February 2007 - October 2007 · 8 mos
State Registrations5 states
NCOHPATXWV
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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