JD
JD

Jason Demarre

18 Years of Experience
Seattle, WA
Broker

Jason Demarre is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 18 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

1448 NW Market St, Ste 500, Seattle, WA, 98107

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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 associated with Time Advisor Group, LLC for tax/investment purposes since April 2021. He also operates under the DBA DeMarre Financial for his LPL business since March 2023, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
April 2021 - Present · 5 yrs 1 mo
LPL Financial LLC
April 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Voya Financial Advisors, INC.
January 2008 - April 2021 · 13 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2008 - April 2021 · 13 yrs 3 mos
AXA Advisors, LLC
November 2007 - December 2007 · 1 mo
AXA Advisors, LLCBroker
October 2007 - December 2007 · 2 mos
State Registrations18 states
ALARAZCACOFLHIIAIDINMONENVNYORTNTXWA
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.