Lpl Financial LLC

Investment Advisor
in New York, NY
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About this Advisor

Jared Larsen is a certified financial planner working out of New York, New York, who has been in the financial industry for 15 years. Larsen is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at Mass Mutua Financial, Mml Investors Serives Inc, Lpl Financial, LLC and Private Advisor Group, LLC. Larsen has a Series 63 license, qualifying them as a securities representative, and is registered to operate in New Jersey. Lpl Financial LLC is a company that has its headquarters in New York, New York. It has offices in 8,011 locations and a total of 22,703 financial advisors. It controls $153 billion in assets under management across its 680,466 accounts, placing it among the largest firms in the country by assets under management. The firm advises 899 charities and foundations. Of its 680,466 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC offers a number 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. Fees charged by financial advisors vary depending on the type of financial services provided. However, fees billed by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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

450 Lexington Ave 4Th Floor
New York, NY 10017

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


NY Average: $16,012,751,954
Total Number of Employees


NY Average: 118
Total Number of Accounts


NY Average: 4,567
Average Account Size


NY Average: $3,506,186

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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

Jared Larsen Work History

Jared has 15 years of experience.

2015 - Present (4 years)

Private Advisor Group, LLC

2014 - Present (5 years)

Lpl Financial, LLC

2004 - 2014 (10 years)

Mml Investors Serives Inc

2003 - 2014 (11 years)

Mass Mutua Financial


Jared Larsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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