Jason Coddington
Jason Coddington is a registered investment advisor at LPL Financial LLC, based in Kingsburg, CA, with 30 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1440 Draper St Ste B, Kingsburg, CA, 93631
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Jason operates Coddington Wealth Advisors as a DBA for his LPL business and owns real estate rentals. He also is involved with CrossFit Valkommen and Exponential Consulting, a hospitality consulting business, dedicating a few hours per week. None of these activities appear to involve insurance sales.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.
Exams
More Advisors
- Nicholas RuizLPL Financial LLC
- Teresa Nino, CFPLPL Financial LLC
- Luka Pavlina, CFPOsaic Wealth, INC.