Jason Freeman
Jason Freeman is a registered investment advisor at LPL Financial LLC, based in Rock Hill, SC, 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
Rock Hill, SC
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Jason operates Freeman Wealth Management and Peak Investment Advisors as DBAs for his LPL business, dedicating full-time and about a quarter of his time respectively. He is also an agent for NexAnnuity, selling non-variable insurance, which requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
Csfbdirect, INC.Broker
State Registrations15 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.