Jason Zamora
Jason Zamora is a registered investment advisor at LPL Financial LLC, based in Boerne, TX, with 26 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
114 Oak Park Dr, Boerne, TX, 78006
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2025Judgment / Lien
September 2023Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Jason is associated with JZ Wealth Management, LLC and Live Oak Investors, LLC. He dedicates full-time hours to Live Oak Investors during securities trading and a few hours per week as an agent for Revolution Insurance Agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.Broker
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
State Registrations4 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.