Scott Jasman
Scott Jasman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plymouth, MI, with 24 years of industry experience. Scott 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
42197 Ann Arbor Rd E, Plymouth, MI, 48170-4370
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a notary, an independent agent selling non-variable insurance, the owner of Dee's Pizza Pad LLC, and involved in real estate rental through SGJ Properties. These activities take minimal time, a few hours per week, about 10-20% of his time, and a few hours per week respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Investors CorporationBroker
State Registrations13 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
More Advisors
- Carolynn Bridges, CFPLPL Financial LLC
- Aman Awan, CFPLPL Financial LLC
- Jason LoiselleLPL Financial LLC
- Haley Hernandez, CFPSavant Wealth Management
- Brian Dover, CFPEdward Jones
- Kevin Kral, CFP, PFSKral Financial Advisors, LLC