Jason GoldsmithCRD 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.
Stratos Wealth Partners, Ltd
Steele Investment Counsel, Ltd.
Lpl Financial LLC
|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|
Total Assets Under Management207,793MILLIONS
Total Number of Accounts892,326ACCOUNTS
Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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