Jason Lillmars is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in Norton Shores, MI, with 9 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
800 E. Ellis Rd., Norton Shores, MI, 49441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is involved in several business activities, including real estate rental through Finao, LLC, and operating his LPL business through Strategic CPA Investment & Wealth Management LLC (full-time). He also engages in tax preparation/accounting/CPA services through Strategic CPA Accounting & Tax Solutions LLC and has business entities for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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.