Jason Fuchs
Jason Fuchs is a registered investment advisor at LPL Financial LLC, based in Neptune Beach, FL, with 17 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
Neptune Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Jason operates Sage Path Financial Advisors as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also works as a sponsored athlete for Aerodyne Research, LLC (a few hours per week) and co-owns YOLO Luxury Consignment (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
State Registrations11 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.