Jason Dale Willard

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-09
TX	RA	APPROVED_RES	2020-07-09

CA RA
APPROVED

Since 2025-01-09
TX RA
APPROVED_RES

Since 2020-07-09

Branch Locations

Prosper, TX • United States

4000 Barranca Pkwy Ste 250, Irvine, CA 92604 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Prosper	TX	01/2012	Present

01/2012 → Present

Lpl Financial, Llc

Prosper, TX

Other Businesses

1. 05/22/2024 - Willard Tax and Financial - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 05/13/2024 - 10 Hours Per Month/ 5 Hours During Trading 2. 05/22/2024 - Elite Tax Resolution inc - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 05/13/2017 - 20 Hours Per Month/ 4 Hours During Trading 3. 05/22/2024 - Willard Tax and Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/21/2018 - 120 Hours Per Month/ 4 Hours During Trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-04-13
S63	Uniform Securities Agent State Law Examination	2012-03-31

S65 Uniform Investment Adviser Law Examination

2012-04-13
S63 Uniform Securities Agent State Law Examination

2012-03-31

Other Names

Jason Willard

View on SEC IAPD