Jason
Frank

Lasalle St. Investment Advisors, L.L.C

CRD#2726478
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Jason Frank is a certified financial planner operating in Fort Wayne, Indiana who has 21 years of industry experience. Frank is currently employed by Lasalle St. Investment Advisors, L.L.C. They have spent their complete career at Lasalle St. Investment Advisors, L.l.c. Frank has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, Colorado, Florida, Illinois, Indiana, North Carolina and Ohio. Lasalle St. Investment Advisors, L.L.C is a company operating out of Elmhurst, IL. The investment advisory business has offices in 63 locations and a total of 131 people on staff. It controls $3 billion in total assets between its 8,533 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 8,533 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lasalle St. Investment Advisors, L.L.C provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Lasalle St. Investment Advisors, L.L.C most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

21 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

Office Location

6223 Constitution Drive
Fort Wayne, IN 46804

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Lasalle St. Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$2,728,117,681

IN Average: $6,674,516,078
Total Number of Employees

131

IN Average: 44
Total Number of Accounts

8,533

IN Average: 2,564
Average Account Size

$319,714

IN Average: $2,603,165

Investment Advisory Services

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

Jason Frank Work History

Jason has been registered as a financial advisor for 21 years.*

1996 - Present (28 years)

La Salle St. 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 Frank 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 Lasalle St. Investment Advisors, L.L.C

Thomas Damasco
Willow Grove, PA
Deborah Vinson
Tyler, TX
David Love
Oklahoma City, OK
Scott Uebelhoer
Elmhurst, IL
Gregory Shirk
Fort Wayne, IN
Steven Cook
Elmhurst, IL
Phyllis Spears
Jeffersonville, IN
Malinda Risen-Sanders
Bloomington, IN

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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