William Jason Ezekiel Washo

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

• 04/2005 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Other Businesses

1. 04/15/2005 * DBA For LPL Business (entity for LPL business) * WASHO FINANCIAL, LLC * INV REL * AT REPORTED BUSINESS LOCATION(S) 2. 05/06/2005 - CPA/BOOKKEEPER/TAX PREPARER / TAX PREPARATION SERVICES AS A CPA * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) 3. 01/12/2012 * Notary * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 0% 4.. 05/15/2014 - OTHER-INSTRUCTOR - TEACH FINANCIAL PLANNING CONCEPTS AT COMMUNITY COLLEGES AND OTHER ORGANIZATIONS. NO SELLING IS ALLOWED BY THE COLLEGES OR THE OTHER ORGANIZATIONS. NO MARKETING MATERIAL, OR FIRM MATERIALS ARE ALLOWED TO BE DISTRIBUTED. - TIME SPENT 1% - SCOTTSDALE, AZ 5. 09/04/2014- NON-VARIABLE INSURANCE - TIME SPENT 5 HOURS PER MONTH - SCOTTSDALE, AZ 6. 5/17/2018 - AZ Weatlh - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/07/2018 - 0 Hours Per Month/0 Hours During Securities Trading. 7. 01/16/2025- WASHO FINANCIAL, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-12-12

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Jason Ezekiel Washo
• William Washo