Jason Coddington
Jason Coddington is a registered investment advisor at LPL Financial LLC, based in Kingsburg, CA, 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
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.