Jason Strandberg, financial advisor Fort Madison IA

Jason Strandberg

CRD Number: 5037536
Current Firm: Lpl Financial LLC

Jason Strandberg (CRD# 5037536) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Madison, IA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Burlington, IA Jan 2017 - Current 7
Midwest One Burlington, IA Jan 2017 - Current 7
Cetera Investment Advisers LLC Burlington, IA Jan 2014 - Jan 2017 3
Great Western Bank Lincoln, NE Mar 2013 - Jan 2017 3
Cetera Investment Services LLC St Cloud, MN Mar 2013 - Jan 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason A. Strandberg
Phone Number: 704-733-3300
Registered State(s):
  • IA
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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