Jason Woodall
Jason Woodall is a registered investment advisor at LPL Financial LLC, based in Wildwood, FL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
110 Cleveland Ave, Wildwood, FL, 34785
Get directionsHistory
Regulatory History (5)
Criminal
March 1993Criminal
December 1992Criminal
December 1992Criminal
December 1992Criminal
November 1992Other 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
LPL Financial LLCBroker
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations16 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.