Jason Coddington (CRD# 2660356) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsburg, CA and has over 28 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 1374125
Principal Securities, Inc.
CRD# 4834967
Diversified Wealth Management Solutions, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Kingsburg, CA | Apr 2019 - Current | 5 |
| Ameriprise Financial Services, Inc. | Kingsburg, CA | Sep 2005 - Apr 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
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- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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