JJ
JJ

Jason Jett

15 Years of Experience
Evansville, IN
BrokerSells Insurance

Jason Jett is a registered investment advisor at LPL Financial LLC, based in Evansville, IN, with 15 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.

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Location

995 South Kenmore Drive, Evansville, IN, 47714

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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.

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Other Business ActivitiesSells Insurance

Jason is involved in several business activities, including Jett Financial LLC for tax/investment purposes and Jett Financial as a DBA for his LPL business, which takes a full-time commitment. He also works as a minister at Creekside Baptist Church for about 10-20% of his time and sells non-variable insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2024 - Present · 1 yr 11 mos
LPL Financial LLC
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Wealth, INC.
November 2018 - August 2024 · 5 yrs 9 mos
Osaic Wealth, INC.Broker
November 2018 - August 2024 · 5 yrs 9 mos
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INCBroker
November 2014 - May 2016 · 1 yr 6 mos
Transamerica Financial Advisors, INC.
November 2014 - May 2016 · 1 yr 6 mos
Jackson National Life Distributors LLCBroker
July 2014 - November 2014 · 4 mos
Transamerica Financial Advisors, INC.
November 2010 - July 2014 · 3 yrs 8 mos
Transamerica Financial Advisors, INCBroker
July 2010 - July 2014 · 4 yrs
State Registrations18 states
ALCACOFLHIILINKYMDMEMIMONCOHSCTNWAWI
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.