Jason Jones is a registered investment advisor at LPL Financial LLC, based in Mason, OH, with 21 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
8565 S Mason Montgomery Rd #31, Mason, OH, 45040
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Regulatory History (3)
Financial
July 2023Financial
March 2017Financial
February 2017Other Business Activities
Jason operates Shared Vision Advisors as a DBA for his LPL business, dedicating full-time hours. He also works as an Uber driver (about a quarter of his time), is a notary public (minimal time), provides tax preparation/accounting services (minimal time), and is an author (about 10-20% of his time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
UBS Painewebber INC.Broker
Fifth Third Securities, INC.Broker
State Registrations3 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.