Jason Valle, financial advisor La Palma CA
93 score

Jason Valle

CRD Number: 5521777
Current Firm: Lpl Financial LLC

Jason Valle (CRD# 5521777) is an Investment Advisor Representative working at Lpl Financial LLC in La Palma, CA and has over 8 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor La Palma CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Jeffrey Tilson, financial advisor La Palma CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Morris Amiri, financial advisor La Palma CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
Lpl Financial LLC Los Alamitos, CA Oct 2011 - Current 5
Mml Investors Services Inc. Ontario, CA May 2008 - Oct 2011 3
Massmutual Ontario, CA Apr 2008 - Oct 2011 3
Viatur Inc. Montebello, CA Jan 2008 - Apr 2008 < 1
M Realty & Investment Los Angeles, CA Jul 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Jason R. Valle
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from Jason Valle and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.