Jason RouslinCRD Number: 5996130
Current Firm: Lpl Financial LLC
Jason Rouslin (CRD# 5996130) is an Investment Advisor Representative working at Lpl Financial LLC in New Port Richey, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Northstar Wealth Partners, LLC||West Hartford, CT||Sep 2015 - Current||2|
|Lpl Financial, LLC||Westerly, RI||Sep 2015 - Current||2|
|Edward Jones||St Louis, MO||Jul 2012 - Sep 2015||3|
|Black Diamond LLC||Wakefield, RI||Dec 2011 - May 2012||< 1|
|University Of Rhode Island||Kingston, RI||Sep 2009 - May 2012||2|
|Gnome Say'n||Cape Elizabeth, ME||Jul 2011 - Dec 2011||< 1|
|Waddell & Reed||Warwick, RI||Nov 2011 - Nov 2011||< 1|
|Purpoodock Golf Course||Cape Elizabeth, ME||Apr 2010 - Jul 2011||1|
|Big Table Productions||Providence, RI||May 2009 - Aug 2009||< 1|
|Johnson & Wales||Providence, RI||Sep 2005 - May 2009||3|
|Entercom||Providence, RI||Sep 2008 - Feb 2009||< 1|
|Button Hole Golf Course||Providence, RI||Apr 2008 - Sep 2008||< 1|
|Pane E Vino||Providence, RI||Jun 2008 - Jun 2008||< 1|
|1149 Restaurant||Warwick, RI||Jun 2007 - Jun 2008||1|
|Dels Lemonade||Wakefield, RI||May 2003 - May 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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