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Jason Scott Olsen

Investment adviser representative at LPL Financial LLC
10 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

10 years in the industry.

  1. LPL Financial LLCDec 2024 to now
  2. Gabriella Italian RestaurantJan 2024 to now
  3. AztacJan 2024 to Dec 2024
  4. WellspanJul 2021 to Feb 2024
  5. Newday USAJun 2020 to Jun 2021
  6. PennstateMay 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
8024114
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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