Jason Stern
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2023 to now
- Ameriprise Financial Services, LLCOct 2022 to Jan 2023
- UnemployedJun 2022 to Oct 2022
- Fidelity InvestmentsJul 2021 to Jun 2022
- Papa GinosOct 2020 to Jun 2021
- UnemployedMay 2020 to Oct 2020
- AmazonMay 2019 to Aug 2019
- Papa GinosOct 2018 to May 2019
- Wells FargoApr 2018 to Sep 2018
- Wells FargoApr 2017 to Sep 2017
- Bridgewater State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 6671118
- Firm CRD
- 6413