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JH
CFP
JH
CFP

Jason Howard

LPL Financial LLC
24 Years of Experience
Holladay, UT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Howard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holladay, UT, 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

3165 E. Millrock Dr Ste 100, Holladay, UT, 84121

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jason is affiliated with Stratos Wealth Partners, LTD and Outcome Wealth, providing investment advisory services and operating under various DBAs. He also has a business entity, ZiWiFi Enterprises LLC, for tax/investment purposes and spends minimal time on Outcome Private Wealth Holdings.

Employment History
Current Registrations
LPL Financial LLC
June 2022 - Present · 4 yrs 4 mos
Stratos Wealth Partners, LTD
February 2022 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - February 2022 · 11 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2011 - February 2022 · 11 yrs 1 mo
Wells Fargo Investments, LLC
August 2002 - January 2011 · 8 yrs 5 mos
Wells Fargo Investments, LLCBroker
July 2002 - January 2011 · 8 yrs 6 mos
State Registrations42 states
ALAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHORPASCTXUTVAWAWIWVWY
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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