Jason Hohenstein
Jason Hohenstein is a registered investment advisor at LPL Financial LLC, based in San Diego, 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
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Jason operates Equity Design Group as a DBA for his LPL business, dedicating full-time hours to it. He also engages in non-variable insurance through Equity Design Group, taking about 10-20% of his time, and has interests in Alpha Dog Advisor (for tax/investment purposes) and Four Way Properties LLC (real estate rental), each also taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Third Street Advisors, LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
On Investment Management CO
Equity Design Advisors, LLC
The O.N. Equity Sales CompanyBroker
Securian Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
State Registrations31 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.