Jason Lewis is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 18 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
10150 Meanley Drive, First Floor, San Diego, CA, 92131
Get directionsHistory
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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
Cuso Financial Services, L.P.Broker
Scf Securities, INC.Broker
Grove Point Investments, LLCBroker
Western International Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Grove Point Investments, LLCBroker
Western International Securities, INC.Broker
Scf Securities, INC.Broker
Next Financial Group, INC.Broker
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Sorrento Pacific Financial, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.