Jason Karr is a registered investment advisor at LPL Financial LLC, based in Greer, SC, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
304 N. Main Street, Greer, SC, 29650
Get directionsHistory
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.
Exams
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