Jason Kurz
Jason Kurz is a registered investment advisor at LPL Financial LLC, based in Jericho, NY, with 20 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
500 North Broadway, Suites 260 & 242, Jericho, NY, 11753
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Other Business ActivitiesSells Insurance
Jason owns rental property, is an IAR and rep with American Investment Planners LLC (full-time), and has an affiliation with Generational Wealth Planning LLC for payroll/benefits only. Jason also owns a portion of Generational Wealth Services LLC and Comprehensive Wealth Services, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Comprehensive Wealth Services, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Flagstar Advisors, INC.
Flagstar AdvisorsBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Dreyfus Service CorporationBroker
State Registrations6 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.
Exams
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