Jason Andrew Newel
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCApr 2024 to now
- Community Fin. Members FcuFeb 2024 to now
- UnemployedSep 2023 to Feb 2024
- W&s Brokerage ServicesMar 2022 to Sep 2023
- Western & Southern LifeMar 2022 to Sep 2023
- UnemployedDec 2021 to Mar 2022
- Allard Keller ConstructionJul 2019 to Dec 2021
- Full Time EducationMay 2017 to Jul 2019
- Great Plains Burger CompanyAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7520184
- Firm CRD
- 6413