Menu
Home
Meet Our Team
Services
LPL
About LPL Financial
Weekly Market Commentary
LPL Research
Fiduciary Focus
Business Relationship with LPL
Resources
What is a Fiduciary
Investment Philosophy Statement
Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Contact
Client Login
Book A Meeting
Get Life Insurance Quotes
Global Portfolio Strategy | September 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:9096670587'>909-667-0587</a></p><p class="moonlight-phone">Mobile: <a href='tel:6265873991'>626-587-3991</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">413 E. Foothill Blvd, Suite 100</p> <p class="moonlight-address2">Suite 100</p> <p> <span class="moonlight-city">San Dimas,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">91773</span> </p> <p class="moonlight-licenses">CA Insurance Lic. # 0F12433</p> </div> <a href="mailto:Info@homesteadwealthmgt.com" itemprop="email"> Info@homesteadwealthmgt.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/HomesteadWealthManagement/?view_public_for=101505781913667" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/in/jarret-rodriguez-conklin-chfc%C2%AE-cima%C2%AE-92a679108/" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.homesteadwealthmgt.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/investment" >Investment</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/estate" >Estate</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/tax" >Tax</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/money" >Money</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.homesteadwealthmgt.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.homesteadwealthmgt.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>The Financial Professionals of Homestead Wealth Management are Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> /<a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>. </p><p>The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business 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. </p><p> <a href="https://oncehub.com/Jarret" target="_blank" rel="noopener">📅 Schedule a 30-Minute Call with Jarret</a></p><p /></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> //Special Nav button in navigation line var navBtnTitle = 'Book A Meeting'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn2'); //Special Nav button in navigation line var navBtnTitle = 'Client Login'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn2'); //Special Nav button in navigation line var navBtnTitle = 'Get Life Insurance Quotes'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn2'); combiningSectionsFunction('.dev-cta-TextForm'); combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineBoxes', true); const videoBG = [ { type: 'video', selector: 'dev-videoBackground', videoSRC: '//static.fmgsuite.com/media/documents/9f189f45-455d-45ce-a713-aaaddf9879d6.mp4', poster: '//static.fmgsuite.com/media/SectionBackgroundImage/originalSize/560895c5-fd83-4849-8536-41ce80d28c73.jpg', }]; videoBackground(videoBG); $('p.moonlight-phone:contains("Mobile")').html('Text: ' + $('p.moonlight-phone:contains("Mobile") a')[0].outerHTML); $('.subpage.page-contact .contact .mobile').html('<strong>Text: </strong>' + $('.mobile a')[0].outerHTML); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3aac256f1da53e',t:'MTc3NzQyNzYwMA=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
