Jason
Lhommedieu
Coppell Advisory Solutions LLC
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About this Advisor
Jason Lhommedieu is a financial advisor operating out of Cherry Hill, New Jersey, with a total of 3 years of relevant experience. Lhommedieu works at Coppell Advisory Solutions LLC. Lhommedieu has gained experience at Fusion Capital Management, Mall Retirement Group, Td Bank and Nexus Medicare Solutions, LLC. Lhommedieu maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in New Jersey. Coppell Advisory Solutions LLC is a firm operating out of Coppell, TX. It has offices in 57 locations and a total of 81 employees. It controls $530 million in assets between its 5,646 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 5,646 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. Coppell Advisory Solutions LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on the type of financial services offered. Fee types billed by Coppell Advisory Solutions LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$529,728,395
81
5,646
$93,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Lhommedieu Work History
Jason has been registered as a financial advisor for 3 years.*
Nexus Medicare Solutions, LLC
Fusion Capital Management
Mall Retirement Group
Td Bank
*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 Lhommedieu 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 Coppell Advisory Solutions LLC
La Verne, CA
Cherry Hill, NJ
Orange, CA
Charleston, SC
Coppell, TX
Evansville, IN
Huntsville, AL
Metairie, LA
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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