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JH
CFP
JH
CFP

Jason Huntley

LPL Financial LLC
28 Years of Experience
Brighton, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Huntley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brighton, MI, with 28 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10153 Grand River Rd Ste B, Suite B, Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

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.

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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
August 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Founders Financial Securities, LLC
September 2010 - July 2024 · 13 yrs 10 mos
Founders Financial Securities LLCBroker
October 2006 - July 2024 · 17 yrs 9 mos
Intersecurities, INC.Broker
January 2001 - October 2006 · 5 yrs 9 mos
Signator Investors, INC.Broker
September 1998 - January 2001 · 2 yrs 4 mos
State Registrations13 states
CACOFLILKSKYMINCNYOHTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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