Jason Li Howard
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- LPL Financial LLCSep 2026 to now
- J.P. Morgan Securities LLCJun 2024 to Sep 2026
- JPMorgan Chase Bank, N.A.May 2024 to Sep 2026
- Wells Fargo Clearing Services LLCJul 2018 to May 2024
- J & J Investment HoldingsMay 2013 to Jan 2024
- Wells Fargo Bank NAFeb 2010 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6899003
- Firm CRD
- 6413