Jason Maynard Barta
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
15 years in the industry.
- LPL Financial, LLCNov 2025 to now
- Old National BankNov 2025 to now
- Bremer BankOct 2024 to Nov 2025
- Bremer InvestmentsOct 2024 to Nov 2025
- Raymond James Financial Services Advisors, Inc.Oct 2024 to Nov 2025
- Raymond James Financial Services, Inc.Oct 2024 to Nov 2025
- Edward JonesDec 2017 to Sep 2024
- LyftFeb 2017 to May 2017
- UberFeb 2017 to May 2017
- Speedway Grill & BarOct 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (ND, 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
- 6497163
- Firm CRD
- 6413