Jarret Rodriguez-Conklin

Current Employers

Employment History

• 06/2009 → 11/2016
  Wells Fargo Advisors Llc
  Los Angeles, CA
• 11/2016 → 01/2021
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 01/2021 → Present
  Lpl Financial, Llc
  San Dimas, CA

Previous Registrations

• 2009-06-19 → 2021-01-25
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  Glendale, CA
  Pasadena, CA
  Glendora, CA
  Los Angeles, CA
  Toluca Lake, CA
  Pasadena, CA
  Glendora, CA
  Glendora, CA
  Azusa, CA
  San Dimas, CA
  Montclair, CA
• 2006-01-11 → 2009-06-22
  Banc Of America Investment Services, Inc.
  San Dimas, CA
  Riverside, CA
• 2005-09-15 → 2006-01-09
  Morgan Stanley Dw Inc.
  Ontario, CA

Other Businesses

1. 1/7/2021 - HOMESTEAD WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 2020 - Time Spent 100%. 2. 1/7/2021 - No Business Name - Investment Related - Glendora, CA 91740 - Real Estate Rental - Owner - Started 2016 - 1 Hour Per Month. 3. 10/27/2021 - Lion Street Private Capital Group - Investment Related - 515 Congress Ave., Suite 2500, Austin, TX 78701 - Non-Variable Insurance - Start Date: 10/25/2021 - 2 Hours Per Month/24 Hours During Securities Trading. 4. 10/12/2023 - W&S Financial Group Distributors - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2023 - 10 Hours per Month/ 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-09-12
• S63 Uniform Securities Agent State Law Examination
  2005-08-19

Designations

Other Names

• Jarret Ernest Conklin
• Jarret E. Conklin
• Jarret E Rodriguez-Conklin