Jason Kirke
Jason Kirke is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 25 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
7601 Office Plaza Dr N # 126, West Des Moines, IA, 50266
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved with Team Financial, Inc. and Financial Partners Group, which are investment related. He also plays trumpet in several musical groups and has outside W-2 employment with Marshalltown Community School District, dedicating about a quarter of his time to the school district.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations8 states
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