Jason Solodkin
Jason Solodkin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boca Raton, 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
6501 Congress Ave. Suite 306, Boca Raton, FL, 33487
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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 is an agent selling life, health, fixed annuities, disability, LTC, and Medicare supplement insurance, dedicating minimal time to this activity. He also operates under several DBAs (FDR Financial Group, Inc., Financial Design Resource Group, and FDR Group, Inc.) and an insurance agency (FDR Financial Group, Inc.) for his LPL business, spending about a quarter of his time on these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations21 states
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