Delbar
Jahanian

Lpl Financial LLC

CRD#5076025
Investment Advisor
in San Jose, CA

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About this Advisor

Delbar Jahanian is a financial advisor based in San Jose, California, working with Lpl Financial LLC. Delbar has previously held positions at Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Idcd LLC, Persian Zoroastrians Organization, Weigh 2 Success, Persian Zoroastrian Organization, Hayward Ca Rental Property, Salinas Ca Rental Property, and Lpl Financial LLC. Delbar has passed the Series 66 regulatory exam and is registered to provide services in California, Texas, and Washington. Currently, Delbar is part of Lpl Financial LLC, which operates out of San Jose, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5446 Thornwood Dr Ste 101
San Jose, CA 95123

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CA Average: $646,059,043
Total Number of Employees

35,841

CA Average: 13
Total Number of Accounts

1,910,545

CA Average: 661
Average Account Size

$242,588

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Delbar Jahanian Work History

2021 - Present (3 years)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Hayward Ca Rental Property

2021 - 2021 (< 1 year)

Salinas Ca Rental Property

2019 - 2021 (2 years)

Persian Zoroastrian Organization

2017 - 2021 (4 years)

Weigh 2 Success

2013 - 2017 (4 years)

Persian Zoroastrians Organization

2006 - 2021 (15 years)

Various Insurance Carriers For W & R Insurance Agencies

2006 - 2021 (15 years)

Idcd LLC

2005 - 2021 (16 years)

Waddell & Reed Inc

Disclosures

Please visit the SEC profile of Delbar Jahanian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Doane
Bingham, ME
James Wunsch
Victor, ID
Carol Larson
Tucson, AZ
Shauna Keane
Fort Mill, SC
Tanya Castro
Houston, TX
Megan Chute
San Diego, CA
Marshall Marraccini
Van Wert, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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