Jason Piper, financial advisor Statham GA

Jason Piper

Elevated Wealth Partners

CRD Number: 3012105
Current Firm: Lpl Financial LLC
Jason Piper (CRD# 3012105) is an Investment Advisor Representative working at Lpl Financial LLC in Statham, GA and has over 23 years of experience in the finance industry. Jason Piper 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Statham, GA Dec 2021 - Current < 1
Cetera Advisors LLC El Segundo, CA Jan 2013 - Dec 2021 8
Green Financial Resources Duluth, GA Jan 2003 - Jun 2021 18
Multi-financial Securities Corporation Denver, CO Jan 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Jason B. Piper
Phone Number: 704-733-3300
Advisor Website: https://www.ewpnow.com
Firm Website: https://twitter.com/lpl
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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Data verified by both the advisor and the public regulatory data.

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