Jason Dobrzynski, financial advisor Oak Brook IL

Jason Dobrzynski

CRD Number: 3172089
Current Firm: Lpl Financial LLC

Jason Dobrzynski (CRD# 3172089) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Brook, IL and has over 25 years of experience in the finance industry. Jason Dobrzynski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Oak Brook, IL Jul 2021 - Current 2
Cms Office Management, LLC Western Springs, IL Oct 2019 - Jul 2021 1
P-team Westmont, IL Jan 2011 - Jul 2021 10
Mary Anne Smrz And Jason Dobrzynski Oak Brook, IL Jan 2007 - Jul 2021 14
Various Insurance Carriers For W & R Insurance Agencies Western Springs, IL Apr 1999 - Jul 2021 22
Waddell & Reed, Inc. Oak Brook, IL Dec 1998 - Jul 2021 22
Jaromin Cranberry Marsh LLC Pittsville, WI Oct 2015 - Jul 2019 3
Rotary Club Of Western Springs Western Springs, IL Jul 2014 - Jul 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Jason J. Dobrzynski
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • 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

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