Jason Robert Lilly

CFA · CFP

4 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth

Xypn Invest

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

325 clients

Average Client Portfolio

$988K average

Assets Under Management

$321.0M

Fee Structure

Minimum Investment:None

Contact

Jason Robert Lilly

Location

S. Yarmouth, MA

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Xypn Invest

March 2025 - Present · 11 mos

Previous Registrations

Arq Wealth Advisors, LLC

April 2016 - March 2017 · 11 mos

Vanguard Advisers INC

August 2002 - July 2005 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.