JJ
JJ

Jason Jeandron

22 Years of Experience
New Orleans, LA
Broker

Jason Jeandron is a registered investment advisor at LPL Financial LLC, based in New Orleans, LA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4016 Canal St, New Orleans, LA, 70119

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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 Activities

Jason is involved with Spots Specs Suds International, LLC, a recreational fishing camp, for real estate purposes since 2013. He also operates Jeandron Wealth Management as a DBA for his LPL business at the reported location.

Employment History
Current Registrations
LPL Financial LLC
June 2012 - Present · 14 yrs 1 mo
LPL Financial LLCBroker
May 2008 - Present · 18 yrs 2 mos
Previous Registrations
Capital One Investments, LLCBroker
June 2003 - June 2008 · 5 yrs
State Registrations7 states
ALARFLLAMSOHTX
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.