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Jason Strasser

14 Years of Experience
Toledo, OH
BrokerSells Insurance

Jason Strasser is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, 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
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

3230 Central Park West Ste 100, Toledo, OH, 43617

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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 operates Financial Design Group Inc. as a DBA for his LPL business and engages in real estate rental. He also works as a fitness/sports coach for Sylvania Recreation, dedicating minimal time, and is involved with non-variable insurance through 1880 Brokerage Group, FDG Fixed Insurance, and Highland Capital.

Employment History
Current Registrations
LPL Financial LLC
March 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Securian Financial Services, INC.
June 2012 - March 2023 · 10 yrs 9 mos
Securian Financial Services, INC.Broker
December 2011 - March 2023 · 11 yrs 3 mos
State Registrations40 states
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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.