JT
JT

Jason Tutin

13 Years of Experience
Farmington, CT
Broker

Jason Tutin is a registered investment advisor at LPL Financial LLC, based in Farmington, CT, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

1053 Farmington Ave., Ste 113, Farmington, CT, 06032

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Jason operates Webster Investments as a DBA for his LPL business and is an Uber driver. He also serves as Treasurer on the board of his father's defense contracting and publishing company, VARK, Inc.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 2 mos
LPL Financial LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2012 - August 2016 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
September 2012 - August 2016 · 3 yrs 11 mos
Morgan Stanley Smith Barney LLC
November 2009 - July 2010 · 8 mos
Morgan Stanley Smith BarneyBroker
October 2009 - July 2010 · 9 mos
State Registrations4 states
CTFLMANY
AdvisorBrokerBoth

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
No exam information available for this advisor.