Jason Henry
Jason Henry is a registered investment advisor at LPL Financial LLC, based in Victoria, TX, with 25 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
1717 N. Laurent, Ste. 103, Victoria, TX, 77901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates Crossroads Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also participates in the Victoria Area Estate Planning Council and sells non-variable insurance through James R. Henry CLU & Company, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Investment Advisors
Proequities, INC.Broker
Ims Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Ing America Equities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations17 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.