Jason Willard, financial advisor Orange CA
90 score

Jason Willard

CRD Number: 5961492
Current Firm: Lpl Financial LLC

Jason Willard (CRD# 5961492) is an Investment Advisor Representative working at Lpl Financial LLC in Orange, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Orange, CA Jan 2012 - Current 4
Rbc Dominion Securities Toronto, Mar 2010 - Jan 2012 1
Midtown Meats Ltd Wellington, Sep 1998 - Mar 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Jason D. Willard
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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