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Jason Thomas Coutcher

LPl Financial LLC

Petoskey, MI

CRD 4386242

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

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Nearby Investors

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Andrew Glover
MITCHELL BLAINE GLOVER

Nearby Offices

EDWARD JONES · PETOSKEY, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PETOSKEY, MI
PNC WEALTH MANAGEMENT LLC · PETOSKEY, MI

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