Jason
Holt

Lpl Financial LLC

CRD#2634689
Investment Advisor
in Kannapolis, NC

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About this Advisor

Jason Holt is a financial advisor based out of Kannapolis, North Carolina, who has been in the advisory business for 19 years. Holt works at Lpl Financial LLC. They have been employed by Lpl Financial Llc for all of their career. Holt has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Lpl Financial LLC is a company that has its headquarters in Kannapolis, North Carolina. The company has offices in 9,519 locations and a total of 23,035 people on staff. It manages $208 billion in total assets across its 892,326 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 client accounts, 28% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as 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 typically depend on the type of services. However, fees billed by Lpl Financial LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2975 Dale Earnhardt Blvd
Kannapolis, NC 28083

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

NC Average: $646,059,043
Total Number of Employees

23,035

NC Average: 13
Total Number of Accounts

892,326

NC Average: 661
Average Account Size

$232,867

NC Average: $977,396

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Holt Work History

Jason has 19 years of experience.

2001 - Present (20 years)

Linsco Private Ledger Corp

Disclosures

Jason Holt has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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