Jason Tajima, financial advisor Newport Beach CA

Jason Tajima

CRD Number: 5571939
Current Firm: Lpl Financial LLC

Jason Tajima (CRD# 5571939) is an Investment Advisor Representative working at Lpl Financial LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC La Jolla, CA Jul 2023 - Current < 1
Bmo Bank Na Newport Beach, CA Jan 2019 - Current 5
Bancwest Investment Services Newport Beach, CA Jan 2019 - Feb 2023 4
Wells Fargo Clearing Services, LLC Irvine, CA Nov 2016 - Jan 2019 2
Wells Fargo Bank Irvine, CA Sep 2001 - Jan 2019 17
Wells Fargo Advisors LLC Irvine, CA Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Jason M. Tajima
Phone Number: 704-733-3300
Registered State(s):
  • CA
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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