Jason
Mango

Lpl Financial LLC

CRD#6488091
Investment Advisor
in San Diego, CA

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About this Advisor

Jason Mango is a financial advisor working in San Diego, California who has 4 years of relevant experience. Mango is currently employed by Lpl Financial LLC. Over the course of their career, Mango has held roles at Lpl Financial LLC and Debtwave Credit Counseling. Mango has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Lpl Financial LLC is a registered investment business operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in total assets between its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Mango Work History

Jason has been registered as a financial advisor for 4 years.*

2015 - Present (9 years)

Lpl Financial LLC

2007 - 2015 (8 years)

Debtwave Credit Counseling

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Mango to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Owen
Bellevue, WA
Diane Winner
Ann Arbor, MI
Scott Fritz
Exton, PA
Kelsey Odey
Denver, CO
Joseph Mastroianni
Venice, FL
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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