Jason Woods, financial advisor Louisville KY
90 score

Jason Woods

CRD Number: 5992754
Current Firm: Lpl Financial LLC

Jason Woods (CRD# 5992754) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Lousiville, KY Aug 2012 - Current 4
Lamkin Wealth Management-lpl Louisville, KY Oct 2011 - Aug 2012 < 1
University Of Louisville Louisville, KY Oct 2009 - Oct 2011 2
Big Spring Country Club Louisville, KY Apr 2005 - Oct 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jason Woods
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • KY
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
90
Clean Record
This advisor has a clean track record with regulators.

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