Jason Richards
Jason Richards is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ashburn, VA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
44675 Cape Court, Suite 100, Ashburn, VA, 20147
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Jason is an insurance broker since 2009, selling term and fixed life insurance, dedicating minimal time to this activity. He is also an insurance agent since 2017 and owns rental real estate since 2023.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Park Avenue Securities LLCBroker
American Security Investment Advisors, INC.
Guardian Investor Services CorporationBroker
Waddell & Reed, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.