Jason Simmons is a registered investment advisor at LPL Financial LLC, based in Towson, MD, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
403 Allegheny Avenue, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason provides investment advisory services to Compton Financial Group LLC (dba Red Oak Financial Group) as an independent investment advisor. He dedicates a full-time effort to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Red Oak Financial Group
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Fisher Investments
Compton Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.