Jason Willard is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 14 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4000 Barranca Pkwy Ste 250, Irvine, CA, 92604
Get directionsHistory
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.
Exams
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