Jared Desoto

Practice Management Consultant for Financial Advisors | Specializing in Advisor Technology, Growth, Operational Efficiency, Cybersecurity, Training, and Creating World-Class Client Experiences

Role: AVP - Advisor Technology Consultant at LPL Financial
Location: San Diego, CA, US
LinkedIn followers: 500 followers

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Experience

AVP - Advisor Technology Consultant
LPL Financial
Apr 2024 — Present · San Diego, CA, US

Education

California State University-San Marcos - College of Business Administration
Bachelor of Science (B.S.) in Business Administration

Skills

Sap
Excel - Advanced
Management
Relationship Management
Analysis
Ms Office Suite
Adobe Design Suite
Ms Project
Visio
Visual Studio
Customer Service

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••21

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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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. finra.org sipc.org

lpl.com

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Experience

AVP - Advisor Technology Consultant

Education

California State University-San Marcos - College of Business Administration

Skills

Find verified contacts for anyone on LinkedIn