Jason Bogaczyk is a registered investment advisor at LPL Financial LLC, based in Stevensville, MD, 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
165 Log Canoe Cir Ste A, Stevensville, MD, 21666
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates Chesapeake Investment Planning LLC as a DBA for his LPL business, dedicating full-time hours to it. He also has B.A.M. Consulting LLC for tax/investment purposes, but spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
LPL Financial LLCBroker
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
State Registrations13 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.