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

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

About Jarret Rodriguez-Conklin

My reason for becoming an independent Financial Advisor is deeply personal. I have a passion to be of service to those who need our help and offer them the highest level of care and comprehensive services. At Homestead Wealth Management, we refuse to treat people like numbers; kindness and respect are the foundation of all our client relationships.

Over the years I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community and take a holistic approach to serving clients.

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

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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.


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.

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General Information

Firm Start Year:   1989
No.of Employees:   2-4
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:   16
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Investment Advice & Management

Services

Investment Types:   Annuities, Alternative Investments, Bonds, Stocks, Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Commodities, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Via Phone, Video Conference

Qualifications & Memberships

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

Firm Information

Advisor's Number of Clients:   85
Advisor's Number of Managed Clients:   85
Advisor's Number of Planning Clients:   85
Assets Managed by Advisor:   $62,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   1.15%
Hourly Rate:   $300
Additional Details on Charges:   We offer flexibility by providing services ranging from fee for service planning to comprehensive consulting and asset management. Ongoing financial consulting and asset management fees are priced based on the size and complexity of managed assets. Additional services, including Trust & Fiduciary management, coordination with CPAs, Attorney, Health Care Professionals, LTC, can also be arranged.

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.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


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


Office Hours

Mon. 8:00 AM - 4:00 PM
Tue. 8:00 AM - 4:00 PM
Wed. 8:00 AM - 4:00 PM
Thu. 8:00 AM - 4:00 PM
Fri. 8:00 AM - 4:00 PM
Sat. 8:00 AM - 12:00 PM

Compensation Arrangements

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