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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jared Fingeret
SVP of Liquidity and Capital at LPL
Speaker

Profile

Jared Fingeret is Senior Vice President and leads LPL’s Liquidity & Capital team. He joined LPL in February 2022. § §In his role, Jared crafts the strategy and facilitates the execution of LPL’s proprietary M&A offerings, whereby LPL helps advisors monetize their business either through a full or partial sale. § §Having joined LPL in 2022, Jared brings over 10 years of experience in the M&A advisory space: first as a consultant with Deloitte LLP, then as an early member of Focus Financial Partners’ M&A team, and most recently as Director of Hightower’s M&A efforts. §Jared graduated from Rutgers University in New Brunswick, New Jersey with a Bachelor of Science in Finance. He lives in Brooklyn, New York with his wife and two children.

Agenda Sessions

  • It Doesn’t Have to be a Secret, But it’s Confidential

    5:15pm