Jason Anthony Koval
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCSep 2026 to now
- Thompson Wealth Solutions, LLC dba Meta Wealth AdvisoryJan 2026 to Aug 2026
- No EmploymentOct 2025 to Jan 2026
- Elite Income Advisors, Inc.Mar 2025 to Sep 2025
- Red Oak Financial GroupJun 2024 to Mar 2025
- Baltimore-washington Financial AdvisorsMay 2023 to Apr 2024
- Ameriprise Financial Services, LLCJun 2022 to May 2023
- Club PilatesJul 2021 to Oct 2022
- Loyola University MarylandSep 2020 to May 2024
- No EmploymentJun 2020 to Aug 2020
- State FarmJan 2020 to May 2020
- Cic Wealth, LLCSep 2019 to Jan 2020
- Gerstell Academy High SchoolSep 2013 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7579323
- Firm CRD
- 6413