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Jarret Rodriguez-Conklin, CIMA®, ChFC®
Homestead Wealth Management, Corp

Tel: 909-667-0587
413 E. Foothill Blvd, Suite 100
San Dimas, CA 91773
Homestead Wealth Management, Corp | Financial Advisor in San Dimas ,CA

About Homestead Wealth Management, Corp

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.


General Information

Firm Start Year:   1989
No.of Employees:   2-4
Gender:   Male
Insurance License#:   0F12433
Name of Broker/Dealer:   LPL Financial
States Licensed in:   CA, AZ, CO, FL, MN, NV, OR, VA, WA
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Portfolio Management, Financial Planning


Services

Investment Types:   FOREX & Currency, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, At my office, Via Phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Long Term Care, Variable Life


Firm Information

Advisor's Number of Clients:   74
Advisor's Number of Managed Clients:   74
Advisor's Number of Planning Clients:   74
Assets Managed by Advisor:   $53,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:   1.15%
Hourly Rate:   $300
Additional Details on Charges:   The Fee % Based on Assets listed above is based on clients with assets between $500,000 - $999,999. The rate will be less for those above this range.



Faqs

  • Why should I choose you as my financial advisor? An advisor with sixteen years of experience, advanced Financial Planning and Investment Management credentials, and a Military background has given me a unique perspective on economics, financial matters, and life. Much of my client's hesitancy around financial planning is rooted in fear or lack of understanding. I can help sift through these hurdles and provide clarity. Also, as a native New Yorker, I will give it to you straight.
  • How do you charge for your services? Fee-based, hourly, and per plan. Clients are given the choice of how they would like to engage my firm.
  • What services do you provide? What are your specialties? Comprehensive Financial Planning and Investment Management
  • What is your experience? How many clients do you currently manage? Seventy-four households
  • What financial institution(s) do you represent? LPL Financial
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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.

Jarret Rodriguez-Conklin

Jarret Rodriguez-Conklin

CIMA®, ChFC®

I will always be a Peekskill kid, born and raised forty-five minutes north of New York City and just thirty minutes from West Point (USMA). After graduating from Hendrick Hudson High School, I pursued my dream of joining and becoming a United States Marine. I served from 1999  2006, during which time I participated in Operation Iraqi Freedom. Upon my honorable discharge from the Marine Corps, I relocated to Southern California, where I accepted an offer to join Morgan Stanley. In 2005 I moved my practice to Banc of America Investment Services (now Merrill Lynch.) In 2009 I joined Wells Fargo Advisors, where I enjoyed the privilege of serving my clients for eleven years. In January 2021, I launched Homestead Wealth Management, Corp in partnership with LPL Financial.

I currently hold the Chartered Financial Consultant® (ChFC®) designation, which was obtained and taught by The American College of Financial Services. Also, I hold the Certified Investment Management Analyst® (or CIMA® designation, administered by Investment Management Consultants Association®, and taught by Yale School of Management.



As a comprehensive Financial Advisor, I can help in the following areas.

General principles of financial strategies (for example, personal financial statements, net worth statements) Insurance planning and risk management Investment planning Income tax planning strategies Retirement planning Estate planning strategies

I have been with my wife Florinda for fifteen years, and we have three children, Vincent, Alexander, and Isabella. Outside of work and family, I volunteer my time helping men who suffer from drug and alcohol abuse. I also volunteer to work with teenagers who are serving time with the Los Angeles Youth Authority (CYA), where I mentor these young men and encourage them to turn their lives around. My faith shows me that I must carry a message of hope to those who may be hopeless.



Homestead Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

Investing involves risk, including possible loss of principal.

My Team

Joining The Network in 2021, Kristin started her journey in the financial services arena in 2000. Working with independent financial advisors for 5 of those years, Kristin brings a wealth of hands-on administrative know-how to the Virtual Admin team. With her passion for and knowledge of day-to-day operational tasks, Kristin strives to assist advisors as they achieve their individual goals. Kristin lives in Southern California with her partner and their two children. In her down time, she en ...more

In her role as Assistant Vice President of The Financial Services Network Compliance team, Melanie and is responsible for supporting LPL Financial corporate advisors in compliance-related matters and associated projects. Melanie offers compliance and regulatory support for Homestead Wealth Management. Melanie joined The Network in 2016 supporting Network advisors with compliance-related matters. Additionally, Melanie has over 20 years of experience in the financial services industry with a foc ...more

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 4:00 PM
wiseradvisor-balck-li-img Sat. 7:00 AM - 12:00 PM

Compensation Arrangements

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