Jason Plemons is a registered investment advisor at LPL Financial LLC, based in Pullman, WA, with 21 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
205 E Main St, Pullman, WA, 99163
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Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Jason operates Values & Vision Financial Advisors as a DBA for his LPL business. This is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Petersen Hastings Investment Management INC
Waddell & ReedBroker
Waddell & Reed
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations21 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.