Orestes Jason is a registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 8 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
6135 Park South Dr Suite 527, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Orestes operates Epic Capital Wealth Management as a DBA for his LPL business since 2018 and spends full-time hours on it. He also owns Dimitriou Associates, LLC, a real estate rental business, and Argo Capital Management for tax/investment purposes, both requiring significant time commitments.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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