Jason Linn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 17 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1221 Kapiolani Blvd., #910, Honolulu, HI, 96814
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 →Other Business ActivitiesSells Insurance
Jason works as an actor and notary public, dedicating minimal time to each. He also assists in securing, processing, and servicing insurance products through DCL Wealth Management, Inc., spending about a quarter of his time on this. Additionally, Jason teaches, and operates two DBAs for his LPL business, Linn Wealth Management and DCL Wealth Management, dedicating full-time hours to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations38 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.
Exams
More Advisors
- Alan KodamaLPL Financial LLC
- Lester PeraltaLPL Financial LLC
- Kenneth Kaneshiro, CFPLPL Financial LLC
- Bart Fujimoto, CFPLPL Financial LLC
- Brian Chang, CFPLPL Financial LLC
- Gavin TaniokaLPL Financial LLC