Jason
Yusypchuk

Lpl Financial LLC

CRD#5381600
Investment Advisor
in San Diego, CA
Are you Jason Yusypchuk? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Yusypchuk is a certified financial planner working out of San Diego, California, who has been in the financial industry for 11 years. Yusypchuk is on the advisory team at Lpl Financial LLC. They have spent their entire time as a financial advisor at Lpl Financial Llc. Yusypchuk holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Lpl Financial LLC is an advisory company based in San Diego, California. The company has offices in 8,011 locations and a total of 22,703 people on staff. It has $153 billion in assets between its 680,466 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. The business performs a broad assortment of services, including 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. A financial advisor's fee schedules usually are based on the type of financial services offered. However, fee types charged by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Yusypchuk Work History

Jason has 11 years of experience.

2007 - Present (12 years)

Lpl Financial LLC

Disclosures

Jason Yusypchuk has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started