Jason Sauer
Jason Sauer is a registered investment advisor at LPL Financial LLC, based in Jenks, OK, with 10 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
715 W Main Street, Jenks, OK, 74037
Get directionsHistory
Regulatory History (1)
Financial
February 2017Other Business ActivitiesSells Insurance
Jason is an agent selling insurance through Crump Life Insurance Services, dedicating minimal time to this activity. He also provides investment advisory services through 360 Wealth Management and Advisor Resource Council, spending full-time hours on each. Jason also has a business entity, RSKRWRD LLC, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
Advisor Resource Council
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Adaptation Financial Advisors INC.
Miller Private Wealth LLC
Drawbridge Capital
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations5 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.