Jason Meksch
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- LPL Financial LLCMay 2024 to now
- Jh Meksch Financial Servcies, IncFeb 2020 to now
- Emunah Homes, LLCJun 2019 to now
- Allstate Insurance CompanyFeb 2020 to May 2024
- Farm Bureau Financial ServFeb 2017 to Jan 2020
- Fbl Marketing ServFeb 2017 to Jan 2020
- Charter CommunicationsOct 2010 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6717649
- Firm CRD
- 6413