Jason Free
Jason Free is a registered investment advisor at LPL Financial LLC, based in Fort Plain, NY, 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
41 Canal St, Fort Plain, NY, 13339
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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 is the author of a book and serves as MC for a Catholic men's conference. He also markets and sells fixed life, disability, LTC, health, and annuity products through NBT Insurance Agency, LLC, dedicating a few hours per week to this. Finally, Jason owns rental real estate in Steubenville, OH, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations22 states
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