Jason Hupp is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, 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
10740 Nall Ave; Ste 200, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason has outside W-2 employment with R&L Company, LLC (Hupp Truck Repair) since 2010. He also has a DBA for his LPL business, Hupp Kitchen Co, RJJJ Group Co, and owns real estate rental properties through JRA Properties LLC and Audubon Homes, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations24 states
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