Jason Buckley Harness

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → 08/2025
  Massmutual Life Insurance Co
  Chesterfield, MO
• 04/2003 → 08/2025
  Mml Investors Services, Llc
  Chesterfield, MO
• 09/2025 → Present
  Lpl Financial Llc
  Saint Charles, MO

Previous Registrations

• 2003-04-07 → 2025-09-02
  Mml Investors Services, Llc
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

1) 08/2025 - Harness Financial LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 192 hrs per month - 95 % time spent 2) 08/2025 - Jason Harness / Non-Variable Insurance Trails Only / Inv Related / Saint Charles, MO / Start date 04/01/2003 - 16 hrs per month - 5% time spent 3) 04/02/2026 - h^2 financial group, inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Saint Charles, MO - Start Date 03/19/2026 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-10-16

Other Names

• Jason B Harness