Jason Murphy
Jason Murphy is a registered investment advisor at LPL Financial LLC, based in Oxford, MI, 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
20 Hudson Street, Oxford, MI, 48371
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Regulatory History (2)
Customer Dispute
March 2020Customer Dispute
December 2010Other 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
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
State Registrations9 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.