Jason Huff, financial advisor Omaha NE
90 score

Jason Huff

CRD Number: 5920681
Current Firm: Lpl Financial LLC

Jason Huff (CRD# 5920681) is an Investment Advisor Representative working at Lpl Financial LLC in Omaha, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Omaha, NE Oct 2013 - Current 3
Unemployed Omaha, NE Aug 2013 - Sep 2013 < 1
Metlife Securities Inc. Omaha, NE May 2012 - Aug 2013 1
Various Insurance Carriers For W&r Insurance Agencies Elkhorn, NE Oct 2011 - May 2012 < 1
Waddell & Reed, Inc. Omaha, NE May 2011 - Apr 2012 < 1
Unemployed Elkhorn, NE Mar 2011 - May 2011 < 1
Student Elkhorn, NE Aug 2009 - Mar 2011 1
Omaha Convention & Visitors Bureau Omaha, NE Jun 2010 - Aug 2010 < 1
Hayneedle Omaha, NE Jul 2009 - May 2010 < 1
Unemployed Elkhorn, NE May 2009 - Jul 2009 < 1
Student Elkhorn, NE Aug 2005 - May 2009 3
Landmark Back-rib Lounge Hastings, NE Sep 2008 - Nov 2008 < 1
Hetra Omaha, NE Jul 2008 - Aug 2008 < 1
Champions Run Country Club Omaha, NE May 2007 - Aug 2007 < 1
Champions Run Country Club Omaha, NE May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Jason W. Huff
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NE
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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