Jason Demeo
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
19 years in the industry.
- LPL Financial LLCMar 2022 to now
- P.J. Robb Variable Corp.Mar 2021 to Mar 2022
- Crump Life Insurance ServicesFeb 2021 to Mar 2022
- Fidelity Brokerage Services LLCJan 2019 to Feb 2021
- HSBC Securities (USA) IncFeb 2018 to Dec 2019
- Eagle Strategies LLCAug 2017 to Feb 2018
- Nylife Securities LLCOct 2015 to Feb 2018
- New York Life Insurance CompanySep 2007 to Feb 2018
- Nylife DistributorsSep 2007 to Feb 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5017146
- Firm CRD
- 6413