Jason Haswell
Jason Haswell is a registered investment advisor at LPL Financial LLC, based in Wheeling, WV, with 29 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
2001 Main St Ste 402, Wheeling, WV, 26003
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2001Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Jason is involved with The Monteverde Group, LLC as a DBA for LPL business, dedicating full-time hours. He also uses Linebacker, Inc for tax/investment purposes, spending about 10% of his time, and sells non-variable insurance (life, health, disability income) through Agency One, spending minimal time. Jason also hosts a podcast, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
United Brokerage Services INC
United Brokerage Services, INCBroker
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
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.