Nathan Douglas Jarman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-07-19
CA	RA	APPROVED	2014-09-17

TX RA
APPROVED

Since 2019-07-19
CA RA
APPROVED

Since 2014-09-17

Branch Locations

1450 Frazee Rd Ste 308, San Diego, CA 92108 • United States

Financial Planning Consultants

1450 Frazee Road Suite 308, San Diego, CA 92108-4344 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-02-20

CA RA
APPROVED

Since 2015-02-20

Branch Locations

1450 Frazee Road Suite 308, San Diego, CA 92108-4344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	San Diego	CA	07/2014	Present
Financial Planning Consultants	San Diego	CA	05/2014	Present

07/2014 → Present

Lpl Financial, Llc

San Diego, CA
05/2014 → Present

Financial Planning Consultants

San Diego, CA

Other Businesses

(1) 09/22/2014 - FINANCIAL PLANNING COUNSELORS DBA FINANCIAL PLANNING CONSULTANTS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 240 HOURS PER MONTH - SAN DIEGO, CA (2) 02/24/2015 - FINANCIAL PLANNING CONSULTANTS - REGISTERED INVESTMENT ADVISOR -SAN DIEGO, CA (3) 09/20/2023 - Jarman Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-12

S66 Uniform Combined State Law Examination

2014-09-12

Designations

Certified Financial Planner

Other Names

Nate Jarman

View on SEC IAPD