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JM
CFP
JM
CFP

Jason Magar

LPL Financial LLC
19 Years of Experience
Louisville, KY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Magar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 19 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 Bullitt Lane, Suite 201, Louisville, KY, 40222

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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 operates his LPL business under the DBA Sequoia Advisor Group and also sells term insurance and long-term care insurance through Sequoia Advisor Group, dedicating minimal time to insurance sales. He also serves as COO of GivApp LLC, a software and technology company, and works at Redwood Legal Group, spending a few hours per week at each.

Employment History
Current Registrations
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
January 2012 - November 2022 · 10 yrs 10 mos
Securities America, INC.Broker
October 2006 - August 2011 · 4 yrs 10 mos
State Registrations25 states
ALARCACOCTFLGAIDILINKYMNMOMSNCNYOHOKPASCTNTXVAWAWV
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.
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