Jacob Ritter is a registered investment advisor at LPL Financial LLC, based in Reno, NV, with 14 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
5470 Kietzke Lane Ste 300, Reno, NV, 89511
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Regulatory History (1)
Financial
May 2021Other Business Activities
Jacob works as a DoorDash contractor, dedicating a few hours per week. He also performs administrative duties for Carson Valley Glass, LLC, spending about 10-20% of his time. Jacob also spends full-time hours at JWR Advisory.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations7 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.