Jason Barba
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial CorpFeb 2025 to now
- Partners FcuFeb 2025 to now
- Taco BellSep 2015 to now
- J.P. Morgan Securities LLCAug 2021 to Oct 2024
- JPMorgan Chase Bank, N.A.Aug 2021 to Oct 2024
- Equitable Advisors, LLCSep 2019 to Mar 2021
- Equitable Financial Life Insurance CoSep 2019 to Mar 2021
- California State University - NorthridgeAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7172451
- Firm CRD
- 6413