Jason Glen Reeves

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

• 01/2014 → 09/2019
  Summit Brokerage Services Inc
  Aransas, TX
• 01/2014 → 05/2021
  Summit Financial Group
  Aransas, TX
• 09/2019 → 05/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2023 → Present
  Lpl Financial Llc
  Aransas Pass, TX

Previous Registrations

• 2021-05-20 → 2023-05-11
  Cetera Wealth Services, Llc
  Aransas Pass, TX
• 2014-01-21 → 2021-05-20
  Summit Financial Group Inc
  Aransas, TX
  Ingleside, TX
  Ingleside, TX
• 2011-01-07 → 2014-01-28
  Waddell & Reed
  Aransas Pass, TX
  Corpus Christi, TX
  San Antonio, TX
• 2008-03-13 → 2011-01-11
  Edward Jones
  Corpus Christi, TX
  Ingleside, TX
• 1999-04-06 → 2003-12-05
  Charles Schwab & Co., Inc.
  Corpus Christi, TX

Other Businesses

1) 05/03/2023 - Texas Coast Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business locations(s)- start date 4/25/23- 160hrs/mth.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-11
• S63 Uniform Securities Agent State Law Examination
  1998-02-06

Other Names

• Jason Reeves