Jason Driver
Jason Driver is a registered investment advisor at LPL Financial LLC, based in West Chester, PA, with 36 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
West Chester, PA
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2005Customer Dispute
October 2005Employment Separation After Allegations
October 2005Customer Dispute
May 2005Other Business Activities
Jason operates under several business entities, including Conner Financial and Financial Management Group, both DBAs for his LPL business. He also provides investment advisory services through Adair Financial Private Client Group LLC, dedicating about 10-20% of his time to this activity, and spends minimal time on Private Wealth Plans and Strategic Management Associates.
Employment History
Current Registrations
LPL Financial LLCBroker
Adair Financial Private Client Group
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Dunham & Associates Investment Counsel, INC.
Dunham & Associates Investment Counsel, INC.Broker
Integrity Funds Distributor, INC.Broker
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hibbard Brown & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations26 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.