Jason Pang is a registered investment advisor at LPL Financial LLC, based in Everett, WA, with 26 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
11127 Evergreen Way, Everett, WA, 98204
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Jason works as a financial advisor for BECU Credit Union, dedicating all of his time to this role. He also owns a rental property in Edmonds, WA, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations18 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
More Advisors
- Todd BaekLPL Financial LLC
- Reese Lawrence, CFPD.A. Davidson & CO.
- Kathleen Northrop, ChFCState Farm Investment Management CORP.
- Kristi Henderson, CFP, PFSMadrona Financial & Cpas
- Brian Evans, PFSMadrona Financial & Cpas
- Peter Smart, CFPEdward Jones