Jason Trzcinski
Jason Trzcinski is a registered investment advisor at LPL Financial LLC, based in Walled Lake, 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
133 E. Walled Lake Dr, Walled Lake, MI, 48390
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
February 2008Other Business Activities
Jason is a board member for Lake Superior State University/Community, Civic and Charitable Board since 2014. He also operates under the DBA Clearpath Financial Group for his LPL business, dedicating full-time hours during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.