Jason Codrea
Jason Codrea is a registered investment advisor at Private Advisor Group, LLC, based in Westerville, OH, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
141 West Schrock Road, Westerville, OH, 43081
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
Jason operates Codrea Financial Services and BCG Financial Services as DBAs for his LPL business, and Codrea Legacy Group, LLC for tax/investment purposes. He also writes disability, life, and long-term care insurance through Guardian Insurance and life & disability insurance through Diversified Brokerage for The Standard Life Insurance Company, dedicating minimal time to these insurance activities, and provides investment advisory services through Private Advisor Group, taking about half of Jason's time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
PFS Investments INC.Broker
State Registrations18 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.