Jason Meksch is a CFP-designated registered investment advisor at LPL Financial LLC, based in Roseburg, OR, with 9 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
171 NE Exchange Ave, Roseburg, OR, 97470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates Summit Financial Planning & Investments as a DBA for his LPL business. He also owns Emunah Homes LLC, a holding company for his commercial property, and JH Meksch Financial Services, dedicating full-time hours to it. Additionally, Jason is an owner of real estate rental property through Emunah Homes LLC, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Fbl Wealth Management, LLC
Fbl Investment Management Services, INC.
Fbl Marketing Services, 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.