Jason Stahl is a registered investment advisor at LPL Financial LLC, based in Griffith, IN, with 19 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
237 N. Broad Street, Griffith, IN, 46319
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Regulatory History (2)
Customer Dispute
July 2014Customer Dispute
January 2014Other Business Activities
Jason works as a real estate agent for Listing Leaders since October 2020, dedicating about 10-20% of his time. He also works with Cross Country Mortgage, LLC since May 2023, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital CORP.Broker
Investors Capital Advisory
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations7 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.