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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ledermann is a financial advisor at LPL Financial LLC, with over 20 years of experience in the financial industry. Jason's professional background includes experience with Waddell & Reed. Jason is registered in 20 states to provide investment advice. Jason also holds a Series 7, Series 24, and Series 66 license and the SIE. Jason is committed to providing personalized financial advice to clients. Jason is a Certified Financial Planner, and specializes in working with high-net-worth individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MN
07/21/2021 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
08/16/2001 - 07/21/2021
WADDELL & REED (BLOOMINGTON MN)
BOTH
Issued 08/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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