Jason Alexander Driver

Current Employers

Adair Financial Private Client Group

West Chester, PA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-09-24
FL	RA	APPROVED	2021-02-09
GA	RA	APPROVED	2020-06-19
OH	RA	APPROVED	2020-04-03
PA	RA	APPROVED	2020-03-09

TX RA
APPROVED

Since 2021-09-24
FL RA
APPROVED

Since 2021-02-09
GA RA
APPROVED

Since 2020-06-19
OH RA
APPROVED

Since 2020-04-03
PA RA
APPROVED

Since 2020-03-09

Branch Locations

West Chester, PA • United States

2503, Zennor Court, Cedar Park, TX 78613 • United States

Disclosures

2 disclosure categories 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 No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Dunham And Associates	San Diego	CA	01/2008	04/2019
Adair Financial Private Client Group, Llc.	West Chester	PA	10/2019	03/2025
Unemployed	West Chester	PA	04/2019	10/2019
Ic Advisory Services Inc	Jenkintown	PA	08/2020	03/2025
The Investment Center Inc	Jenkintown	PA	08/2020	03/2025
Lpl Financial Llc	Jenkintown	PA	03/2025	Present

01/2008 → 04/2019

Dunham And Associates

San Diego, CA
10/2019 → 03/2025

Adair Financial Private Client Group, Llc.

West Chester, PA
04/2019 → 10/2019

Unemployed

West Chester, PA
08/2020 → 03/2025

Ic Advisory Services Inc

Jenkintown, PA
08/2020 → 03/2025

The Investment Center Inc

Jenkintown, PA
03/2025 → Present

Lpl Financial Llc

Jenkintown, PA

Previous Registrations

2020-08-11 → 2025-03-12

Ic Advisory Services, Inc.

Jenkintown, PA

Bedminster, NJ
2008-02-14 → 2019-04-22

Dunham

San Diego, CA

Westchester, PA

San Diego, CA

San Diego, CA

West Chester, PA
1988-01-01 → 2002-07-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE

Other Businesses

1. 03/06/2025- Strategic Management Associates - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 10/30/2019 - 2 hours per month/ 0 hours during trading 2. 03/06/2025 - Conner Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2020 - 10 hours per month/ during trading 3. 03/12/2025 - Adair Financial Private Client Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/09/2019 - 20 Hours per month/ 10 Hours During Trading - I provide investment advisory services through Adair Financial Private Client Group LLC, an independent investment advisor firm. I started this business activity in 8/2019. I expect to spend approximately 20 hours per 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. 4. 05/19/2025 - Financial Management Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 05/07/2025 - 120 Hours per month/ During Trading. 5. 07/23/2025 - Private Wealth Planning Group LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 06/30/2025 - 40 Hours per month/ During Trading. 6. 08/19/2025 - Private Wealth Planning Group LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Start Date 08/27/2019 - 1 hour per month/ 0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-08-27
S63	Uniform Securities Agent State Law Examination	1991-09-05

S65 Uniform Investment Adviser Law Examination

1993-08-27
S63 Uniform Securities Agent State Law Examination

1991-09-05

View on SEC IAPD