Jarret, Rodriguez-Conklin
Homestead Wealth Management
413 East Foothill Boulevard, Suite 100San Dimas, CA 91773
9096670587
About Homestead Wealth Management
In today's busy world, clients are looking for different ways to engage with financial professionals. Some clients would like help with investment management, while others are focused on financial planning questions. When should I file for social security benefits, manage my 401k, what benefits package should I choose. These are a few of the questions that individuals have. We can simplify what seems complex by offering clients options on how they work with us at Homestead Wealth Management.
As an independent boutique wealth management firm, we offer a personalized experience for those looking to develop a trusted relationship. Our clients will never feel as if they are small fish in a big pond.
See Disclosures
General Information
Firm Start Year
1989
No. of Employees
2-4
CRD#
4977996
Firm CRD#
6413
Insurance License#
0F12433
Name of Broker/Dealer
LPL Financial
States Licensed in
CA, AZ, CO, FL, MN, NV, OR, VA, WA
Years of Experience in Financial Services
19
Number of Years with Current Firm
19
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, CIMA®
Securities Licenses
Series 66, Series 63, Series 7
Insurance and Annuity Licenses
Life, Long Term Care, Variable Life, Annuity, Disability
Firm Information
Advisor's Number of Clients
85
Advisor's Number of Managed Clients
85
Advisor's Number of Planning Clients
85
Assets Managed by Advisor
$67,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
.95
Disclosures
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.
The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.