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  2. Dublin, OH
Jason Goldsmith, financial advisor Dublin OH

Jason Goldsmith

CRD Number: 5028746
Current Firm: Lpl Financial LLC

Jason Goldsmith (CRD# 5028746) is an Investment Advisor Representative working at Lpl Financial LLC in Dublin, OH and has over 15 years of experience in the finance industry. Jason Goldsmith 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
The Huntington Investment Company Dublin, OH Apr 2019 - Current 1
Wells Fargo Advisors Financial Network, LLC Dublin, OH Jul 2018 - Apr 2019 < 1
Union Bank Lewis Center, OH Jun 2016 - Jul 2018 2
Lpl Financial, LLC Columbus, OH Apr 2016 - Jul 2018 2
Huntington Bank Dublin, OH Mar 2014 - Jun 2016 2
Military Order Of Purple Heart Chicago, IL Sep 2010 - Feb 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Jason D. Goldsmith
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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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