Jason Mlynarek
Jason Mlynarek is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 27 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
511 N Main St, Rochester, MI, 48307
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Jason is an Endowment Fund Board Member at Immanuel Lutheran Church, volunteering minimal time to quarterly meetings. He also receives passive income from past referrals to Custom Insurance Agency, but does not actively sell insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial LLC
LPL Financial LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations12 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.
Exams
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