Jacob Renteria is a registered investment advisor at LPL Financial LLC, based in Santa Rosa, CA, with 4 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
1011 2nd St Ste 100, Santa Rosa, CA, 95404
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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.
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Jacob operates under the DBA Arrow Point Wealth Management for his LPL business since February 2022. He is also an agent for Arrow Point Tax Services, providing tax preparation and accounting services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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