Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Hupp is a financial advisor with over 14 years of experience in the financial services industry. Jason currently works with LPL Financial LLC, a firm that has more than $50 billion in assets under management and serves over 168,000 clients. Before joining LPL Financial LLC, Jason worked with Waddell & Reed, Edward Jones, and R&L Company, LLC. Jason holds a Series 7, Series 66, and SIE licenses. Jason is registered to offer investment advice in several states, including Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Michigan, Missouri, Nebraska, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Washington.
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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KS
07/21/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
12/11/2015 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
03/17/2009 - 12/16/2015
EDWARD JONES (OVERLAND PARK KS)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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