Jason
Maples

Lockton Investment Advisors, LLC

CRD#2237883
Investment Advisor
in Denver, CO
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About this Advisor

Jason Maples is a certified financial planner and chartered financial consultant based in Denver, Colorado, who has been in the industry for 14 years. Maples is an advisor for Lockton Investment Advisors, LLC. During their career, Maples has held roles at Hornor, Townsend, & Kent, Penn Mutual, Nfp Securities Inc, Lockton Companies, LLC, Lockton Financial Advisors, LLC and Lockton Investment Advisors, LLC. Maples maintains a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in Colorado and Missouri. Lockton Investment Advisors, LLC is a financial advisory company headquartered in Denver, Colorado. The company has offices in 15 locations and a total of 104 employees. It oversees $4 billion in assets under management between its 192 client accounts, making it one of the biggest firms in the country by assets under management. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on the financial services offered. Fees charged by Lockton Investment Advisors, LLC most likely are comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

8110 E Union Avenue Suite 700
Denver, CO 80237

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Lockton Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$4,200,085,657

CO Average: $11,469,110,461
Total Number of Employees

104

CO Average: 458
Total Number of Accounts

192

CO Average: 33,415
Average Account Size

$21,875,446

CO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jason Maples Work History

Jason has 14 years of experience.

2014 - Present (5 years)

Lockton Companies, LLC

2014 - Present (5 years)

Lockton Financial Advisors, LLC

2014 - Present (5 years)

Lockton Investment Advisors, LLC

2009 - 2014 (5 years)

Nfp Securities Inc

2004 - 2009 (5 years)

Hornor, Townsend, & Kent

2004 - 2009 (5 years)

Penn Mutual

Disclosures

Jason Maples has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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