Jason
Lillmars
Lpl Financial LLC
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About this Advisor
Jason Lillmars is a financial advisor based in Muskegon, Michigan, working with Lpl Financial LLC. Jason has previously worked at Jll Consulting LLC, Comfort Control Supply Co., Inc Dba Johnstone Supply, Strategic Accounting And Tax Solutions, LLC, 1St Global Capital Corp, 1St Global Advisors Inc, Avantax Insurance Services, Avantax Investment Services, Inc, Avantax Advisory Services, and Lpl Financial, LLC. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Jason is part of Lpl Financial LLC, which operates in Muskegon, Michigan. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
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 Lillmars Work History
Lpl Financial, LLC
Strategic Accounting And Tax Solutions, LLC
1St Global Capital Corp
1St Global Advisors Inc
Avantax Insurance Services
Avantax Investment Services, Inc
Avantax Advisory Services
Comfort Control Supply Co., Inc Dba Johnstone Supply
Jll Consulting LLC
Disclosures
Please visit the SEC profile of Jason Lillmars to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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