Jason Paul Codrea

Current Employers

Employment History

• 12/2009 → Present
  Lpl Financial Llc
  Gahanna, OH
• 08/2016 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2003-07-25 → 2009-12-16
  Waddell & Reed
  Dublin, OH
  Dublin, OH

Other Businesses

1) 12/07/2009: Codrea Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 05/07/2015: Lifetime Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 05/06/2015 - 2 Hr/Mo; 2 Hour(s) During Securities Trading 3) 07/08/2015: The Standard Life Insurance Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 07/01/2015 - 1 Hr/Mo; 1 Hour(s) During Securities Trading 4) 12/21/2016: Codrea Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/01/2016 - 80 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through PAG, an independent investment advisor firm. I started this business activity in 09, 2016. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 1/27/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 80% - I provide investment advisory services through Innovative Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/27/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 3/29/2018 - BCG Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Started 11/01/2016 - 0 Hours Per Month/0 Hours During Securities Trading. 7) 08/16/2022 - CODREA LEGACY GROUP,LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date - 06/30/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 8) 2/24/2023 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date - 02/13/2023 - 2 Hours Per Month/2 Hours During Securities Trading 9) 06/18/2025 - Codrea Financial Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date -06/02/2025 - 2 Hrs/Mth - 2 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-10