Jason Holt
Jason Holt is a registered investment advisor at LPL Financial LLC, based in Kannapolis, NC, with 30 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
2975 Dale Earnhardt Blvd, Kannapolis, NC, 28083
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Jason is affiliated with F+M Investment Services since 2001. Since 2002, he has also worked as an independent insurance agent selling fixed, non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Dickinson & CO.Broker
State Registrations27 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.