Jason Ledermann
Jason Ledermann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bloomington, MN, 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
3601 Minnesota Dr, Ste 550, Bloomington, MN, 55435
Get directionsHistory
Regulatory History (1)
Criminal
July 2000Other Business Activities
Jason operates under the DBA Lakeshore Group Wealth Management for LPL Financial and has a business entity for tax/investment purposes under the same name. He is also a member of Cedar Rose Wild, LLC, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations17 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.