Jason Newel is a registered investment advisor at LPL Financial LLC, based in Plymouth, MI, with 3 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
500 S. Harvey Street, Plymouth, MI, 48170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works full-time at Community Fin.Members FCU in a financial institution duty since February 2024. He also operates Community Financial From Investment & Insurance Services as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
W&s Brokerage Services, INC.Broker
State Registrations3 states
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