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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-31
  • MI RA
    APPROVED
    Since 2025-01-31

Branch Locations

800 E. Ellis Rd., Norton Shores, MI 49441 • 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
OrganizationCityStateFromTo
Jll Consulting Llc Norton Shores MI 11/2001 10/2022
Comfort Control Supply Co., Inc. Dba Johnstone Supply Muskegon MI 12/2014 11/2018
Strategic Accounting And Tax Solutions, Llc Norton Shores MI 11/2018 Present
1St Global Capital Corp. Norton Shores MI 06/2019 10/2019
1St Global Advisors Inc Norton Shores MI 06/2019 10/2019
Avantax Insurance Services Norton Shores MI 08/2019 12/2024
Avantax Investment Services, Inc. Norton Shores MI 10/2019 12/2024
Avantax Advisory Services North Shores MI 10/2019 12/2024
Lpl Financial, Llc Norton Shores MI 01/2025 Present
  • 11/2001 → 10/2022
    Jll Consulting Llc
    Norton Shores, MI
  • 12/2014 → 11/2018
    Comfort Control Supply Co., Inc. Dba Johnstone Supply
    Muskegon, MI
  • 11/2018 → Present
    Strategic Accounting And Tax Solutions, Llc
    Norton Shores, MI
  • 06/2019 → 10/2019
    1St Global Capital Corp.
    Norton Shores, MI
  • 06/2019 → 10/2019
    1St Global Advisors Inc
    Norton Shores, MI
  • 08/2019 → 12/2024
    Avantax Insurance Services
    Norton Shores, MI
  • 10/2019 → 12/2024
    Avantax Investment Services, Inc.
    Norton Shores, MI
  • 10/2019 → 12/2024
    Avantax Advisory Services
    North Shores, MI
  • 01/2025 → Present
    Norton Shores, MI
Previous Registrations
  • 2019-10-25 → 2024-12-23
    Avantax Advisory Services
    Norton Shores,, MI
    Grand Haven, MI
    Grand Rapids, MI
    Wyoming, MI
  • 2019-08-05 → 2019-10-25
    1St Global Advisors Inc
    North Shores, MI
  • 2010-08-03 → 2010-12-31
    Norton Shores, MI
    Hastings, MI
Other Businesses

1 - 01/2025 - Finao, LLC - Real Estate Rental - Inv Related - 1 Hour/Month - MI 49461 - OBA Start Date: 11/01/2001. 2 - 01/2025 - Strategic CPA Investment & Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 01/2025 - Strategic CPA Accounting & Tax Solutions LLC. - Tax Prep/Accounting/CPA - Inv Related - MI 49441 - OBA Start Date: 11/15/2018. 4 - 01/2025 - Dez Consulting LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MI 49441 - OBA Start Date: 10/27/2022. 5 - 01/2025 - Dez Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MI 49441 - OBA Start Date: 11/15/2017. 6 - 01/2025 - Finao, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - MI 49441 - OBA Start Date: 11/01/2001.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-31
S63 Uniform Securities Agent State Law Examination 2007-09-07
  • S66 Uniform Combined State Law Examination
    2019-07-31
  • S63 Uniform Securities Agent State Law Examination
    2007-09-07
Designations
Other Names
  • Jason Lee Lillmars
  • Jason Lillmars

View on SEC IAPD

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