Jason Lee Walker

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

• 06/2007 → 08/2024
  Lincoln Financial Advisors Corporation
  Atlanta, GA
• 08/2024 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2007-07-20 → 2024-08-06
  Osaic Fa, Inc.
  Atlanta, GA
  Virginia Beach, VA
  Columbus, GA
  Virginia Beach, VA
  Virginia Beach, VA
  Woodstock, GA
  Powder Springs, GA

Other Businesses

1) 07/2024 - Non-Variable Insurance / Inv. Related / Start date 06/01/2010 - 1 Hrs per month - 1% Time Spent 2) 07/2024- Wealthstead Financial Advisors / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month 3) 07/2024 - Three Pines LLC / Inv. Related / Atlanta GA / Start date 04/01/2023 - 1 Hr per month

Exams

• S66 Uniform Combined State Law Examination
  2006-03-04