Jedd
Alcantara

Lpl Financial LLC

CRD#6654119
Investment Advisor
in Las Vegas, NV

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About this Advisor

Jedd Alcantara is a financial advisor working out of Las Vegas, Nevada with a total of 2 years of industry experience. Alcantara is currently employed by Lpl Financial LLC. During their career, the advisor has held roles at Spring Valley Montessori School, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Downtown Grand/ Laz Parking and Lpl Financial LLC. Alcantara holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada and Texas. Lpl Financial LLC is an advisory firm headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It oversees $368 billion in assets under management among its 1,688,501 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC has a wide assortment of services, including 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. Financial management fees usually vary depending on the type of services offered. Fee types charged by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

10777 W Twain Ave; Ste 120
Las Vegas, NV 89135

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NV Average: 13
Total Number of Accounts

1,688,501

NV Average: 661
Average Account Size

$217,956

NV 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

Jedd Alcantara Work History

Jedd has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2017 - 2021 (4 years)

Spring Valley Montessori School

2016 - 2021 (5 years)

Waddell & Reed Inc

2016 - 2021 (5 years)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2016 (1 year)

Downtown Grand/ Laz Parking

2006 - 2016 (10 years)

Spring Valley Montessori School

*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 Jedd Alcantara 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
William Ellis
Hudsonville, MI
David Capitan
Hinsdale, IL
John Gehlhaart
Waukesha, WI
Kevin Harvey
Chico, CA
Scott Feher
Walnut Creek, CA
Philip Matherly
Fort Mill, SC
John Noone
Bedford, MA

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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