Jason Llewellyn, financial advisor Indianapolis IN

Jason Llewellyn

CRD Number: 4572238
Current Firm: Holistic Financial Partners, LLC

Jason Llewellyn (CRD# 4572238) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.

Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Leeann Cannon, financial advisor Indianapolis IN
Leeann R. Cannon
CRD# 5915026
Edward Jones
Similar Advisors
Scott A'hearn, financial advisor Indianapolis IN
Scott A'hearn
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Holistic Financial Partners, LLC Indianapolis, IN Jun 2015 - Current 8
Raymond James & Associates, Inc. Indianapolis, IN Sep 2008 - Jun 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Jul 2002
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 C. Llewellyn
Phone Number: 317-550-3400
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $450,759
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

FL, IL, IN, TX

Ready to hire a financial advisor? Get competitive proposals from Jason Llewellyn and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.