Jason Freeman is a registered investment advisor at LPL Financial LLC, based in Mansfield, TX, 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
305 Regency Pkwy, Ste 313, Mansfield, TX, 76063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason operates his LPL business and provides tax preparation/accounting/CPA services through Karen S Freeman, CPA, PLLC, dedicating full-time hours to these activities. He also has outside W-2 employment with Atlet Sports and a business entity, Jason Freeman Baseball/Softball, LLC, for tax/investment purposes, taking about half of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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