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Jason Michael Simmons

LPL Enterprise, LLC

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About Jason Michael Simmons

Jason Simmons is a financial advisor registered in Maryland and Delaware. He specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Jason is affiliated with LPL Enterprise, LLC, located in Forest Hill, Maryland. He has been in the industry since April 2004 and has experience working with Lincoln Financial Advisors Corporation, LPL Financial LLC, The Lincoln National Life Insurance Company, and Prudential Insurance Company of America.

Firm Information

Jason Simmons is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Simmons’s Registration & Firm History

MD

11/14/2024 - Present

LPL Enterprise, LLC (FOREST HILL MD)

MD

07/07/2017 - 08/11/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)

MD

11/02/2005 - 11/04/2015

LPL FINANCIAL LLC (TOWSON MD)

IN

07/29/1997 - 11/09/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/29/1997 - 11/09/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 10/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Simmons.
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