Jason Barba is a registered investment advisor at LPL Financial LLC, based in Burbank, CA, with 6 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
2411 W. Olive Avenue, Burbank, CA, 91506
Get directionsHistory
Regulatory History (1)
Financial
September 2026Other Business Activities
Jason works at Taco Bell, dedicating about 40% of his time to this outside employment. He also operates Partners Retirement and Wealth Management as a DBA for his LPL business, committing full-time hours to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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
More Advisors
- Leor Solomon, CFPLPL Financial LLC
- Christopher Ellis, CFPLPL Financial LLC
- Maria Uribe, CFPLPL Financial LLC
- Daniel AldrichLPL Financial LLC
- Russell Doe, CFPRussell Doe Financial Services
- Nare Abramyan, ChFCState Farm Investment Management CORP.