JR
CFP
JR
CFP

Jarmica Reese

18 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Jarmica Reese is a CFP-designated registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

8180 Rafael Rivera Way Ste 305, Las Vegas, NV, 89113

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History

Regulatory History
Clean regulatory record

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

Jarmica co-owns Truvella S. Reese DMD LLC since 2008 and Jarmica Demetrius Reese LLC since 2017 for tax/investment purposes. She also works with CRUMP selling non-variable insurance (a few hours per week) and is involved in real estate rental through Collective Advisors LLC (full-time).

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
August 2009 - July 2021 · 11 yrs 11 mos
Waddell & ReedBroker
August 2009 - July 2021 · 11 yrs 11 mos
Ameriprise Financial Services, INC.
November 2007 - August 2009 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
October 2007 - August 2009 · 1 yr 10 mos
State Registrations19 states
ALAZCACOFLGAIAIDILMENCNJNMNVORSCTXVAWA
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.
Jarmica Reese - Financial Advisor | TrueAdvisor