Jason Budrick, financial advisor Troy MI
93 score

Jason Budrick

CRD 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.

Similar Advisors
Greg Brown, financial advisor Troy MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
James Carnaghi, financial advisor Troy MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Troy MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Company Name Location Dates Years
Ljpr, LLC Troy, MI Nov 2011 - Current 5
Pnc Investments Farmington Hills, MI Dec 2010 - Current 6
Pnc Bank, N.a. Farmington Hills, MI Dec 2010 - Current 6
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
Contact Info for Jason J. Budrick
Phone Number: 248-641-7400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    631
    MILLIONS
  • Total Number of Accounts
    3,043
    ACCOUNTS
  • Average Account Value
    $207,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, FL, IN, MI, NC, OH, TN, TX

Ready to hire a financial advisor? Get competitive proposals from Jason Budrick and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.