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Jason Woodall

LPL Financial LLC
21 Years of Experience
Wildwood, FL
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Woodall is a registered investment advisor at LPL Financial LLC, based in Wildwood, FL, with 21 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

110 Cleveland Ave, Wildwood, FL, 34785

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1993
Final Disposition
Criminal
December 1992
Final Disposition
Criminal
December 1992
Final Disposition
Criminal
December 1992
Final Disposition
Criminal
November 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason offers property and casualty (P&C) insurance through Woodall and Associates, LLC as a supplement to his income, dedicating about 10-20% of his time. He also operates under the DBA Woodall and Associates, LLC.

Employment History
Current Registrations
LPL Financial LLC
May 2009 - Present · 17 yrs 5 mos
LPL Financial LLCBroker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
March 2005 - January 2009 · 3 yrs 10 mos
Banc of America Investment Services, INC.Broker
February 2005 - February 2005 · 0 mos
Banc of America Investment Services, INC.Broker
September 2003 - January 2004 · 4 mos
State Registrations17 states
ALCACOFLGAKSMAMDMINCNENJNVNYSCTNTX
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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