Jason John Dobrzynski
Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LPL Financial LLCJul 2021 to now
- Cms Office Management, LLCOct 2019 to Jul 2021
- Jaromin Cranberry Marsh LLCOct 2015 to Jul 2019
- Rotary Club of Western SpringsJul 2014 to Jul 2017
- P-teamJan 2011 to Jul 2021
- Mary Anne Smrz and Jason DobrzynskiJan 2007 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesApr 1999 to Jul 2021
- Waddell & Reed, Inc.Dec 1998 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3172089
- Firm CRD
- 6413