JD
JD

Jason Duyn

26 Years of Experience
Farmington, MI
BrokerSells Insurance

Jason Duyn is a registered investment advisor at LPL Financial LLC, based in Farmington, MI, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

30600 Northwestern Hwy, Ste 310, Farmington, MI, 48334

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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 conducts insurance and annuity business through The Grid, dedicating minimal time to this activity. He also owns rental real estate and has business entities for tax/investment purposes, requiring minimal time commitment.

Employment History
Current Registrations
LPL Financial LLC
May 2010 - Present · 16 yrs
LPL Financial LLCBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Mutual Service CorporationBroker
May 2009 - October 2009 · 5 mos
Hantz Financial Services, INC.Broker
January 2000 - May 2009 · 9 yrs 4 mos
State Registrations33 states
AKALAZCACODCFLGAIAIDILINKYLAMAMDMEMIMNMSNCNHNMNYOHORPASCTNTXVAWAWI
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.
Jason Duyn - Financial Advisor | TrueAdvisor