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Abbie Lee Jett

Advisor at LPL Financial — Mountain Home, ID

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Mountain Home, ID 83647

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Abbie Jett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She worked with Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies for 16 years prior to joining LPL Financial in 2021. Her other business activities include acting as an insurance agent for multiple insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs supported by in-house and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Mountain Home, ID

210 N. 2nd East Suite 101

Mountain Home ID 83647

Advisors at this office

5

Most active in

Idaho · Texas

Work history

21 years of industry experience

LPL Financial

2021 - Present • 5 years

Mountain Home, ID

Various Insurance Carriers of W & R Insurance Agencies

2005 - 2021 • 16 years

Mountain Home, ID

Waddell & Reed, Inc

2005 - 2021 • 16 years

Mountain Home, ID

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Command Advisory Services and has also worked within related First Command entities since 2016. Outside of his financial advisory work, he has been involved with Indian Summer Golf and Country Club for over a decade. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, featuring model portfolios overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group in Mountain Home, Idaho, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at firms including The Vanguard Group and LPL Financial, and has held roles outside the financial sector including delivery driver positions with DoorDash and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jared G

Series 66

Mountain Home, ID

First Command Advisory Services

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds a Series 66 designation and has four years of industry experience, including prior roles at Zenetex and Kay & Associates. He has been with First Command and its affiliated entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Ryan V

Series 66

Mountain Home, ID

LPL Financial

Ryan Valley is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously operated his own firms, Ryan Valley LLC and Ryan Valley, along with roles at Waddell & Reed, Inc. and various insurance carriers. Valley is also a notary public and managing member of Ryan Valley LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by proprietary and third-party research and employs a range of management and portfolio strategies.

College savings (529s, UTMA, etc.)
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Randy V

Series 63, Series 65

Mountain Home, ID

LPL Financial

Randy Valley II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and involvement with local business and community organizations in Mountain Home, ID. Outside of advising, he operates Valley's Local Raw Honey as a beekeeper. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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