Homa Jahanian is a registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 7 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
5446 Thornwood Dr Ste 101, San Jose, CA, 95123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Homa operates under the DBA Sun Wealth Advisor for her LPL business since 2021, and has a business entity for tax/investment purposes related to In Home Supportive Services, taking about a third of her time. She also owns rental real estate property since 2016.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations10 states
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