JG
JG

Jason Gaynor

20 Years of Experience
Springfield, MO
BrokerSells Insurance

Jason Gaynor is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, with 20 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

3820 S Weller Ste 106, Springfield, MO, 65804

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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 ActivitiesSells Insurance

Jason is involved with non-variable insurance activities, dedicating a minimal amount of time to it. He also operates under the DBAs Jason C Gaynor Investment Services LLC and JCG Investment Services, LLC for his LPL business, dedicating full-time hours to these activities.

Employment History
Current Registrations
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Nylife Securities LLCBroker
January 2006 - July 2020 · 14 yrs 6 mos
State Registrations12 states
ALARAZFLIDILKSMOPATNTXWV
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.