Jason N Demarre

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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-04-26
WA	RA	APPROVED	2021-04-26

TX RA
APPROVED

Since 2021-04-26
WA RA
APPROVED

Since 2021-04-26

Branch Locations

1448 Nw Market St, Ste 500, Seattle, WA 98107 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Seattle, WA • 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

Organization	City	State	From	To
Voya Financial Advisors	Seattle	WA	09/2014	04/2021
Lpl Financial, Llc	Seattle	WA	04/2021	Present

09/2014 → 04/2021

Voya Financial Advisors

Seattle, WA
04/2021 → Present

Lpl Financial, Llc

Seattle, WA

Previous Registrations

2008-01-15 → 2021-04-30

Voya Financial Advisors, Inc.

Clackamas, OR

Seattle, WA

Bellevue, WA
2007-11-09 → 2007-12-19

Equitable Advisors, Llc

Bellevue, WA

Other Businesses

1. 04/2021 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME ADVISOR GROUP, LLC - NOT INVESTMENT RELATED - SEATTLE, WA 98101 2. 3/21/2023 - DeMarre Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/26/2021 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-08

S66 Uniform Combined State Law Examination

2007-11-08

View on SEC IAPD