Brayden Jerde is a CFP-designated registered investment advisor at LPL Financial LLC, based in Steamboat Springs, CO, with 3 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
Steamboat Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brayden is a business owner of Ascent Living LLC since 2022 and a referral agent for mortgage/real estate services since September 2023, dedicating minimal time to the latter. He also has a business entity, Investors Capital Management Inc., for tax/investment purposes, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations12 states
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