Jason Fuchs
Jason Fuchs is a registered investment advisor at LPL Financial LLC, based in Neptune Beach, FL, 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
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.
Exams
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