Jason Karr is a registered investment advisor at LPL Financial LLC, based in Greer, SC, 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
304 N. Main Street, Greer, SC, 29650
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Regulatory History (1)
Customer Dispute
May 2018Other Business Activities
Jason operates his LPL business under the DBA Sims & Karr Financial Solutions since 2008. He also owns Sims & Karr LLC for tax/investment purposes and is a public notary, dedicating minimal time to this. Jason owns a real estate rental property where his LPL business office is located.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations32 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.