Jason Black
Jason Black is a registered investment advisor at LPL Financial LLC, based in Bexley, OH, with 28 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
2392 E Main St, Bexley, OH, 43209
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
Jason operates under several DBAs for his LPL business, including Black Diamond Financial Group and THE Financial Coach. He also works as an insurance agent selling non-variable insurance and health insurance, and coaches wrestling and football, dedicating about a quarter of his time to United Health Care and Bexley City Schools.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations23 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.