Jason Yuhas is a registered investment advisor at LPL Financial LLC, based in Parma, OH, with 24 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
5515 Pearl Rd, Parma, OH, 44129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an insurance agent selling non-variable insurance products since 2016, dedicating minimal time to this activity. He also provides investment advisory services through TA-Check Financial and is involved in multiple tax preparation and accounting businesses, as well as real estate rental.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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.