Jason
Fitz

Lincoln Financial Advisors Corporation

CRD#5218236
Investment Advisor
in New York, NY
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About this Advisor

Jason Fitz is a certified financial planner based out of New York, New York, with a total of 17 years of work experience. Fitz works at Lincoln Financial Advisors Corporation. Fitz has gained experience at Jsf Solutions LLC, Merrill Lynch, Axa Advisors, LLC and Lincoln Financial Advisors Corporation. Fitz has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Connecticut. Lincoln Financial Advisors Corporation is an advisory business operating out of New York, New York. The company has offices in 412 locations and a total of 2,080 financial advisors. It controls $20 billion in assets between its 63,280 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 68 charities and foundations. Of its 63,280 client accounts, just 9% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services are offered. Fees billed by Lincoln Financial Advisors Corporation can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

54 West 40Th Street Suite 422
New York, NY 10018

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

NY Average: $1,347,246,178
Total Number of Employees

1,995

NY Average: 46
Total Number of Accounts

73,971

NY Average: 1,775
Average Account Size

$301,270

NY Average: $759,012

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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
  • Educational seminars/workshops
  • Other

Jason Fitz Work History

Jason has 17 years of experience.

2014 - Present (5 years)

Lincoln Financial Advisors Corporation

2009 - 2014 (5 years)

Axa Advisors, LLC

2008 - 2009 (1 year)

Merrill Lynch

2001 - 2014 (13 years)

Jsf Solutions LLC

Disclosures

Jason Fitz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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