TrueAdvisor
TrueAdvisor
JL
JL

Jason Lewis

LPL Financial LLC
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
LPL Financial LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K

Location

10150 Meanley Drive, First Floor, San Diego, CA, 92131

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.

Learn about disclosures →
Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 7 mos
LPL Financial LLCBroker
July 2025 - Present · 7 mos
Cadaret, Grant & CO., INC.Broker
July 2025 - Present · 7 mos
Next Financial Group, INC.Broker
July 2025 - Present · 7 mos
Cuso Financial Services, L.P.
July 2025 - Present · 7 mos
Cadaret, Grant & CO., INC.
July 2025 - Present · 7 mos
Next Financial Group, INC.
July 2025 - Present · 7 mos
Cuso Financial Services, L.P.Broker
July 2025 - Present · 7 mos
Previous Registrations
Scf Securities, INC.Broker
July 2025 - September 2025 · 2 mos
Grove Point Investments, LLCBroker
July 2025 - September 2025 · 2 mos
Western International Securities, INC.Broker
July 2025 - September 2025 · 2 mos
LPL Financial LLC
May 2025 - July 2025 · 2 mos
LPL Financial LLCBroker
May 2025 - July 2025 · 2 mos
Grove Point Investments, LLCBroker
July 2024 - July 2025 · 1 yr
Scf Securities, INC.Broker
January 2023 - July 2025 · 2 yrs 6 mos
Western International Securities, INC.Broker
January 2023 - July 2025 · 2 yrs 6 mos
Next Financial Group, INC.Broker
February 2020 - July 2025 · 5 yrs 5 mos
Cuso Financial Services, L.P.
January 2020 - July 2025 · 5 yrs 6 mos
Cuso Financial Services, L.P.Broker
January 2020 - July 2025 · 5 yrs 6 mos
Cadaret, Grant & CO., INC.Broker
January 2020 - July 2025 · 5 yrs 6 mos
Sorrento Pacific Financial, LLCBroker
January 2020 - May 2025 · 5 yrs 4 mos
Morgan StanleyBroker
June 2009 - November 2018 · 9 yrs 5 mos
Morgan Stanley
June 2009 - November 2018 · 9 yrs 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2006 - April 2007 · 4 mos
Morgan Stanley Dw INC.Broker
December 2006 - April 2007 · 4 mos
Ameriprise Financial Services, INC.
July 2006 - October 2006 · 3 mos
Ameriprise Financial Services, INC.Broker
July 2006 - October 2006 · 3 mos
State Registrations2 states
CAUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.