Jason Soland, financial advisor Decorah IA

Jason Soland

CRD Number: 5305012
Current Firm: Lpl Financial LLC

Jason Soland (CRD# 5305012) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 16 years of experience in the finance industry. Jason Soland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Decorah, IA Feb 2019 - Current 5
Decorah Bank & Trust Co Decorah, IA Jul 2018 - Current 5
Ameriprise Financial Services, Inc. Decorah, IA Apr 2014 - Jun 2018 4
Farm Bureau Decorah, IA Feb 2007 - Apr 2014 7
Equitrust Marketing Svc LLC West Des Moines, IA Feb 2007 - Apr 2014 7
Decorah Builders LLC Decorah, IA Aug 2004 - Apr 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jason M. Soland
Phone Number: 704-733-3300
Registered State(s):
  • IA
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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