Jason Christmas, financial advisor Florence SC
90 score

Jason Christmas

CRD Number: 5992768
Current Firm: Lpl Financial LLC

Jason Christmas (CRD# 5992768) is an Investment Advisor Representative working at Lpl Financial LLC in Florence, SC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Florence, SC Jul 2012 - Current 4
Armstrong Wealth Management Group Florence, SC Oct 2011 - Jul 2012 < 1
Acs Technologies Group Florence, SC Jun 2011 - Oct 2011 < 1
Webster Rogers LLP Florence, SC Dec 2010 - Apr 2011 < 1
Richard Liles Allstate Florence, SC Nov 2009 - Dec 2010 1
Unemployed Towson, MD Jul 2009 - Nov 2009 < 1
Richard Liles Allstate Florence, SC Oct 2007 - Jul 2009 1
Unemployed Due To Disability Florence, SC Apr 2006 - Sep 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Jason S. Christmas
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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