Jarrett Apa
Jarrett Apa is a registered investment advisor at LPL Financial LLC, based in Rapid City, SD, with 13 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
1508 Mountain View Road, Rapid City, SD, 57702
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Regulatory History
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
Jarrett operates his LPL business through BMS Financial Advisors, LLC, dedicating full-time hours to it. He is also an agent for Diversified Brokerage Services, selling non-variable insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Bms Financial Advisors, LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations27 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.