Jason Lee Lillmars
Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$819.1BFirm assets
Are you Jason Lee Lillmars? Claim your profile
Contact this firm
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
25 years in the industry.
- LPL Financial, LLCJan 2025 to now
- Strategic Accounting and Tax Solutions, LLCNov 2018 to now
- Avantax Advisory ServicesOct 2019 to Dec 2024
- Avantax Investment Services, Inc.Oct 2019 to Dec 2024
- Avantax Insurance ServicesAug 2019 to Dec 2024
- 1st Global Advisors IncJun 2019 to Oct 2019
- 1st Global Capital Corp.Jun 2019 to Oct 2019
- Comfort Control Supply Co., Inc. dba Johnstone SupplyDec 2014 to Nov 2018
- Jll Consulting LLCNov 2001 to Oct 2022
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5396086
- Firm CRD
- 6413