Jaret Mittenthal
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCApr 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Apr 2025
- American Portfolios Financial Services LLCJun 2022 to Oct 2024
- Equitable Advisors, LLCApr 2020 to Jun 2022
- AXA Advisors LLCApr 2020 to Jun 2020
- The Selling FactoryNov 2018 to May 2020
- Keith Perry for State SenateAug 2018 to Nov 2018
- Yes Entertainment and SportsJun 2017 to Aug 2018
- University of FloridaJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7249269
- Firm CRD
- 6413