Jason Grover is a registered investment advisor at LPL Financial LLC, based in Canandaigua, NY, 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
Canandaigua, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates under the DBAs Grover Financial Services and O'Kelly Financial Services for his LPL business, dedicating full-time and a few hours per week, respectively. He also works as an instructor at multiple educational institutions and owns real estate rental property, and JMGFS, Inc. is a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations12 states
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