Jason Trippett
Jason Trippett is a registered investment advisor at LPL Financial LLC, based in Henderson, NV, with 23 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
170 S Green Valley Pkwy, Ste 300 Ofc #347, Henderson, NV, 89012
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2019Judgment / Lien
March 2019Other Business ActivitiesSells Insurance
Jason operates Jason Financial Services as a DBA for his LPL business. He is also an agent for JFS Life LLC, selling life, fixed annuities, disability, and long-term care insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Legend Advisory Corporation
Legend Equities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Natcity Investments, INC.Broker
Signator Investors, INC.Broker
PFS Investments INC.Broker
VALIC Financial Advisors, INC.Broker
Banc One Securities CorporationBroker
AXA Advisors, LLCBroker
State Farm Vp Management CORP.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.