TrueAdvisor
TrueAdvisor
JL
JL

Jason Loiselle

LPL Financial LLC
25 Years of Experience
Plymouth, MI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jason Loiselle is a registered investment advisor at LPL Financial LLC, based in Plymouth, MI, with 25 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

865 South Main St, Ste. 2, Plymouth, MI, 48170

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason operates under Loiselle Financial Group and Nornarf DBA Loiselle and Associates for his LPL business and tax/accounting services, respectively. He is also a board member of Loiselle Foundation, a musician with Saoco, and co-owner of Loiselle Properties LLC, a real estate rental company.

Employment History
Current Registrations
LPL Financial LLC
November 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
H. Beck, INC.
January 2011 - December 2019 · 8 yrs 11 mos
H. Beck, INC.Broker
January 2010 - December 2019 · 9 yrs 11 mos
Fsc Securities CorporationBroker
February 2001 - January 2010 · 8 yrs 11 mos
State Registrations8 states
FLILINMIMNOHTXVA
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.
More Advisors
More financial advisors in Plymouth, MI →All financial advisors in Michigan →