Jason Willard is a registered investment advisor at LPL Financial LLC, based in Prosper, TX, with 14 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
Prosper, TX
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Regulatory History (1)
Judgment / Lien
October 2025Other Business Activities
Jason is involved in tax preparation and accounting through Willard Tax and Financial and Elite Tax Resolution Inc, dedicating a few hours per week and about 10-20% of his time, respectively. He also operates his LPL business under the DBA Willard Tax and Financial, spending nearly full-time hours on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 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.