Jason Huntley
Jason Huntley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brighton, MI, 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
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
10153 Grand River Rd, Brighton, MI, 48116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved in several outside business activities, including serving as a wealth advisor for Solid Rock Wealth Advisor Co, managing a business entity for tax/investment purposes, and participating in township government. He also has real estate rental businesses and sells non-variable insurance products, dedicating a few hours per week to the insurance activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Intersecurities, INC.Broker
Signator Investors, INC.Broker
State Registrations13 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.