Jason
Solodkin
Lpl Financial LLC
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About this Advisor
Jason Solodkin is a certified financial planner operating in Boca Raton, Florida who has 3 years of industry experience. Solodkin works at Lpl Financial LLC. Their career trajectory has included roles at Nfp Securities, Inc, Kestra Financial Services, Inc and Lpl Financial LLC. Solodkin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Lpl Financial LLC is an advisory company based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management among its 1,688,501 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC offers a diverse range 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. Fees charged by financial advisors largely vary depending on the type of services. However, fees charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Solodkin Work History
Jason has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Kestra Financial Services, Inc
Nfp Securities, Inc
*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 Solodkin 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
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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.
