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Jarron Fleming

Advisor at LPL Financial

Updated today

Location

Danville, IL 61832

Credentials

Series 66

Industry experience

1 year

About

Jarron Fleming is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at Shore Wealth Management since 2024 and has prior experience in education at multiple institutions, including Franklin University and Danville Area Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors and institutional clients, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

3607 N Vermilion St Ste 1

Danville, IL 61832

Most active in

Illinois

Work history

Shore Wealth Management

2024 - Present (2 years)

Franklin University

2023 - Present (3 years)

Danville Area Community College

2021 - 2024 (3 years)

Oakwood High School

2019 - 2023 (4 years)

Oakwood Junior High School

2017 - 2019 (2 years)

Quick Pools and Spas

2017 - 2022 (5 years)

Oakwood Grade School

2010 - 2017 (7 years)

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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Donald M

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Danville, IL

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Donald Mclaughlin is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with McLaughlin Asset Management, Inc. and has worked at First National Bank of Danville since 1983. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a range of investment strategies including ETFs, mutual funds, bond ladders, and options overlays.

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Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Julie A

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Covington, IN

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Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Brooke P

Series 65

Covington, IN

Horter Investment Management, LLC

Brooke Pettit is a financial advisor at Horter Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and sports organizations, including Covington Community Schools and Chicago Fire Soccer Club. Pettit is also involved in insurance and estate planning as a licensed insurance producer and estate planner. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses tactical and passive multi-manager portfolios, model and custom strategies, and offers access to third-party managers and alternative investments as part of its ongoing investment supervision.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Chelsea P

Series 66

Covington, IN

Kestra Advisory

Chelsea Paddock is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Kestra Advisory. She has held positions at LPL Financial and Old National Wealth Management, and maintains roles involving bookkeeping and tax preparation outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and access to multiple management platforms, with a client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Reginald W

Series 66

Danville, IL

Edward Jones

Reginald Warfield is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Old National Bank (formerly First Midwest Bank) for eleven years. Outside of his advisory role, he manages a rental property in Danville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is known for its large retail advisor and branch network and offers fiduciary advisory services alongside trust, lending, and mutual fund capabilities.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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