Jason Linn, financial advisor Honolulu HI
96 score

Jason Linn

CRD Number: 5513583
Current Firm: Lpl Financial LLC

Jason Linn (CRD# 5513583) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 8 years of experience in the finance industry. Jason Linn 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
Lpl Financial, LLC Honolulu, HI Sep 2009 - Current 7
Unemployed Honolulu, HI Mar 2009 - Sep 2009 < 1
Morgan Stanley & Company Incorporated Honolulu, HI Mar 2008 - Mar 2009 1
Emporio Armani Honolulu, HI Dec 2007 - Mar 2008 < 1
Polo Ralph Lauren Honolulu, HI Aug 2007 - Dec 2007 < 1
Emporio Armani Honolulu, HI Feb 2007 - Aug 2007 < 1
Student Honolulu, HI Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Jason C. Linn
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • HI
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
96
Clean Record
This advisor has a clean track record with regulators.

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