Jason Billups, financial advisor Miami FL

Jason Billups

CRD Number: 4277466
Current Firm: Lincoln Investment

Jason Billups (CRD# 4277466) is an Investment Advisor Representative working at Lincoln Investment in Miami, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA May 2020 - Current < 1
Capital Analysts Fort Washington, PA May 2020 - Current < 1
Ibis Prep LLC Cocunut Grove, FL Oct 2019 - Current 1
Jp Morgan Chase Bank N.a. Miami, FL Jan 2018 - May 2020 2
Jp Morgan Securities, LLC Miami, FL Jan 2018 - May 2020 2
Independent Financial Partners Ft Lauderdale, FL Oct 2015 - Jan 2018 2
Lpl Financial, LLC Ft Lauderdale, FL Jan 2015 - Jan 2018 3
Bank Of America, N.a. Coral Gables, FL Feb 2013 - Jan 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Gables, FL Jan 2013 - Jan 2015 2
Valic Financial Advisors Miami, FL Jan 2012 - Jan 2013 1
Assurant Miami, FL Feb 2007 - Dec 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jason M. Billups
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    12,981
    MILLIONS
  • Total Number of Accounts
    168,783
    ACCOUNTS
  • Average Account Value
    $76,910
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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