Jason Soland
Jason Soland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Decorah, IA, 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
202 E Water St, Decorah, IA, 52101
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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 →Other Business ActivitiesSells Insurance
Jason works as a Trust Officer at Decorah Bank & Trust Company, dedicating nearly full-time hours to this role. He also operates under the DBA Wealth Management Services for his LPL business, owns rental real estate, and is an agent for non-variable insurance, dedicating minimal time to the latter two.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Fbl Marketing Services, LLCBroker
State Registrations14 states
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