Jason Bogaczyk, financial advisor Stevensville MD

Jason Bogaczyk

CRD Number: 4450581
Current Firm: Lpl Financial LLC

Jason Bogaczyk (CRD# 4450581) is an Investment Advisor Representative working at Lpl Financial LLC in Stevensville, MD and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Stevensville, MD Sep 2019 - Current 4
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Sep 2019 3
Sandy Spring Investment Svc Glen Burnie, MD Jul 2010 - Sep 2019 9
Nfp Securities, Inc. Austin, TX Nov 2013 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Jason J. Bogaczyk
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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