Jason Reeves, financial advisor Aransas Pass TX

Jason Reeves

CRD Number: 2669046
Current Firm: Lpl Financial LLC

Jason Reeves (CRD# 2669046) is an Investment Advisor Representative working at Lpl Financial LLC in Aransas Pass, TX and has over 26 years of experience in the finance industry.

Similar Advisors
Elizabeth Ackman, financial advisor Aransas Pass TX
Elizabeth S. Ackman
CRD# 6713927
Edward Jones
Similar Advisors
Sandra Aguilar, financial advisor Aransas Pass TX
Sandra Aguilar
CRD# 4385180
Missionsquare Retirement
Similar Advisors
Raul Amador, financial advisor Aransas Pass TX
Raul Amador
CRD# 858040
Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Aransas Pass, TX May 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - May 2023 3
Summit Financial Group Aransas, TX Jan 2014 - May 2021 7
Summit Brokerage Services Inc. Aransas, TX Jan 2014 - Sep 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Jason G. Reeves
Phone Number: 704-733-3300
Registered State(s):
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from Jason Reeves 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.