Jason BudrickCRD Number: 4449445
Current Firm: Ljpr Financial Advisors
Jason Budrick (CRD# 4449445) is an Investment Advisor Representative working at Ljpr Financial Advisors in Troy, MI and has over 14 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Ljpr, LLC||Troy, MI||Nov 2011 - Current||4|
|Pnc Investments||Farmington Hills, MI||Dec 2010 - Current||5|
|Pnc Bank, N.a.||Farmington Hills, MI||Dec 2010 - Current||5|
|Flexible Plan Investments||Bloomfield Hills, MI||Jun 2010 - Nov 2010||< 1|
|Unemployed||Berkley, MI||Nov 2008 - Jun 2010||1|
|Charles Schwab Bank, N.a.||Troy, MI||Oct 2007 - Oct 2008||1|
|Charles Schwab||Troy, MI||Aug 2007 - Oct 2008||1|
|E*trade Securities LLC||Farmington, MI||Apr 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management631MILLIONS
Total Number of Accounts3,043ACCOUNTS
Average Account Value$207,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AZ, CA, FL, IN, MI, NC, OH, TN, TX
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