Jason A Blair

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

• 02/2007 → 10/2018
  The Ayco Company
  Albany, NY
• 10/2018 → Present
  Steven Tennant
  Ballston Lake, NY
• 10/2018 → 09/2025
  Northwestern Mutual Investment Services Llc
  Ballston Lake, NY
• 07/2019 → 09/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2025 → Present
  Lpl Financial
  Ballston Lake, NY

Previous Registrations

• 2018-10-15 → 2025-09-19
  Northwestern Mutual Investment Services, Llc
  Ballston Lake, NY
• 2011-07-13 → 2018-10-02
  Goldman Sachs Wealth Services, L.P.
  Albany, NY

Other Businesses

07/10/2025 - Tennant Financial - DBA for LPL Business (entity for LPL business) - Investment Related - Ballston Lake, NY 12019 - Start Date 10/08/2018 - Hours Per Month 160 - Time Spent 100

Exams

• S66 Uniform Combined State Law Examination
  2009-07-20

Other Names

• Jason Blair
• Jason A. Blair
• Jason A Blair