Jason Shulman
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- LPL Financial LLCMar 2025 to now
- BMO Harris BankMar 2025 to now
- CitigroupJul 2023 to Mar 2025
- CitigroupJun 2022 to Aug 2022
- University of MichiganSep 2019 to May 2023
- Tottenville High SchoolSep 2015 to Jun 2019
- Intermediate School 7 Elias BernsteinSep 2012 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7719004
- Firm CRD
- 6413