Jesse Aragon is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, with 2 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
3366 N Torrey Pines Ct Ste 314, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesse is a trustee for J 5 AND A T ARAGON REVOCABLE TRU5T and a CPA doing tax preparation and accounting, dedicating about 10-20% of his time. He also works full-time for A5 Wealth Management, Inc. and holds W-2 employment at SOCALGAS, dedicating nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 states
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