Best Investors Account Sign in

Jason Thomas Coutcher

LPl Financial LLC

Petoskey, MI

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-18
MI RA APPROVED 2017-06-28
  • TX RA
    APPROVED_RES
    Since 2019-03-18
  • MI RA
    APPROVED
    Since 2017-06-28

Branch Locations

321 E Lake St Ste 5, Petoskey, MI 49770-2459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Petoskey MI 11/2015 Present
Center For Wealth Planning Advisors, Inc Petoskey MI 12/2015 12/2017
  • 11/2015 → Present
    Lpl Financial, Llc
    Petoskey, MI
  • 12/2015 → 12/2017
    Center For Wealth Planning Advisors, Inc
    Petoskey, MI
Previous Registrations
  • 2015-12-03 → 2017-06-28
    Center For Wealth Planning Advisors, Inc
    Petoskey, MI
  • 2010-09-21 → 2015-12-07
    Fifth Third Securities, Inc.
    Petoskey, MI
    Boyne City, MI
    Petoskey, MI
    Petoskey, MI
    Gaylord, MI
    Petoskey, MI
    Gaylord, MI
    Boyne City, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-05
S63 Uniform Securities Agent State Law Examination 2008-07-18
  • S66 Uniform Combined State Law Examination
    2010-08-05
  • S63 Uniform Securities Agent State Law Examination
    2008-07-18

View on SEC IAPD

Other Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASH MATSON WEALTH PARTNERS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
NICOLET WEALTH MANAGEMENT

Other Investors

Daniel Robert Ledingham
Andrew Glover
MITCHELL BLAINE GLOVER
ROCHELLE JILLENE ROERIG
KIMBERLY ANN PHELPS
DOUGLAS ALAN BROWN
Kirsten Rene Reynolds
JEFFREY JOHN KAZMIERSKI

Other Offices

EDWARD JONES · PETOSKEY, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PETOSKEY, MI
PNC WEALTH MANAGEMENT LLC · PETOSKEY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Petoskey, MI
ASH MATSON WEALTH PARTNERS, INC. · PETOSKEY, MI
RAYMOND JAMES & ASSOCIATES, INC. · PETOSKEY, MI
J.P. MORGAN SECURITIES LLC · PETOSKEY, MI
NICOLET WEALTH MANAGEMENT · Petoskey, MI

More in Petoskey, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor