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Jason Murphy

LPL Financial LLC
24 Years of Experience
Oxford, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Murphy is a registered investment advisor at LPL Financial LLC, based in Oxford, MI, with 24 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20 Hudson Street, Oxford, MI, 48371

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Customer Dispute
December 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason is an exclusive insurance broker since 2019, selling fixed insurance and long-term care policies, dedicating minimal time to this. He also operates under the DBAs Capstone Wealth Management and cwmadvisors, owns rental real estate, and is associated with True Choice Financial Group.

Employment History
Current Registrations
LPL Financial LLC
June 2016 - Present · 10 yrs 4 mos
LPL Financial LLCBroker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - June 2016 · 3 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
Chase Investment Services CORP.
July 2012 - October 2012 · 3 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Cco Investment Services CORP.
January 2008 - July 2012 · 4 yrs 6 mos
Cco Investment Services CORP.
November 2006 - December 2007 · 1 yr 1 mo
Cco Investment Services CORP.Broker
December 2005 - July 2012 · 6 yrs 7 mos
Charter One Securities, INC.Broker
June 2002 - December 2005 · 3 yrs 6 mos
State Registrations9 states
CAFLINMAMIOHORWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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