Douglas
Jarman

Lpl Financial LLC

CRD#722205
Investment Advisor
in San Diego, CA

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About this Advisor

Douglas Jarman is a financial advisor working out of San Diego, California with a total of 26 years of industry experience. Jarman is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC and Financial Planning Consultants. Jarman holds a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California and Texas. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a number of services, such as 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. Fees charged by financial advisors largely depend on the type of services offered. However, fees charged by Lpl Financial LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

26 years

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

1450 Frazee Rd Ste 308
San Diego, CA 92108

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

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

Douglas Jarman Work History

Douglas has been registered as a financial advisor for 26 years.*

1990 - Present (34 years)

Lpl Financial, LLC

1981 - Present (43 years)

Financial Planning Consultants

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas Jarman 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
Sarah Pais
Dallas, TX
Jason Strandberg
Fort Madison, IA
Jasmine Bilderback
Lubbock, TX
Gregory Osborn
North Reading, MA
David Travis
Springfield, IL
Barbara Ginty
Kingston, NY
Patrick Barnett
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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