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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 Trippett is a financial advisor with LPL Financial LLC, a registered investment advisor. Jason has over 20 years of experience in the financial services industry, specializing in helping clients with financial planning, retirement planning, and investment management. Jason has been registered as a broker-dealer and investment advisor in multiple states across the country. Jason holds the Series 6, Series 63, and Series 65 licenses, and has obtained the Securities Industry Essentials (SIE) Exam. Prior to joining LPL Financial LLC, Jason worked with several other firms including Royal Alliance Associates, Inc., Legend Equities Corporation, and Valic Financial Advisors, Inc. Jason is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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CA
05/24/2023 - Present
LPL Financial LLC (EL SEGUNDO CA)
CA
02/19/2016 - 05/25/2023
ROYAL ALLIANCE ASSOCIATES, INC. (Irvine CA)
CA
05/17/2012 - 02/26/2016
LEGEND EQUITIES CORPORATION (SAN DIMAS CA)
MI
11/09/2009 - 05/17/2012
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
03/18/2009 - 11/03/2009
NATCITY INVESTMENTS, INC. (DEARBORN MI)
MI
08/28/2007 - 08/18/2008
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
GA
01/31/2007 - 08/02/2007
PFS INVESTMENTS INC. (DULUTH GA)
MI
09/08/2004 - 10/31/2006
VALIC FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
06/04/2003 - 07/20/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/06/2001 - 06/05/2003
AXA ADVISORS, LLC (NEW YORK NY)
IL
06/12/2001 - 08/27/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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