Jason Morris is a registered investment advisor at LPL Enterprise, LLC, based in Downers Grove, IL, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1901 Butterfield Road, Suite 250, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a business owner of Fresh Coat & Revive LLC, which started as a full-time job but is now a hobby due to lack of demand. He spends minimal time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Penserra Securities, LLCBroker
Moreton Capital Markets, LLCBroker
Fifth Third Securities, INC.Broker
Brean Capital, LLCBroker
Oppenheimer & CO. INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations6 states
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