Jason Piper is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Watkinsville, GA, with 27 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
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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
3651 Mars Hill Rd, Ste 600B, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates Elevated Wealth Partners LLC as a DBA for his LPL business and owns rental real estate since 2016, dedicating minimal time to the latter. He also coaches youth basketball and works as a notary, dedicating a few hours per week and minimal time respectively, and is involved with Shelby Limited Holdings LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Mony Securities CorporationBroker
State Registrations10 states
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