Jason Howard Fuchs

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

• 08/2008 → 11/2016
  Wachovia Bank, N.A.
  Charlotte, NC
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Roanoke, VA
• 11/2016 → 11/2017
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
• 11/2017 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2023 → 07/2024
  Osaic Wealth, Inc.
  Neptune Beach, FL
• 07/2024 → Present
  Lpl Financial Llc
  Neptune Beach, FL

Previous Registrations

• 2023-11-03 → 2024-07-10
  Osaic Wealth, Inc.
  Neptune Beach, FL
• 2017-11-10 → 2023-11-03
  Fsc Securities Corporation
  Neptune Beach, FL
• 2008-10-09 → 2017-11-13
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Roanoke, VA
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Alexandria, VA
  Jacksonville, FL

Other Businesses

1) 06/26/2024 - SAGE PATH FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/26/2024 - Aerodyne Research, LLC - Outside/W-2 Employment - Sponsored Athlete - FL 32209 - Non investment related - 10 Hours per month - Start date: 10/01/2022. 3) 06/26/2024 - YOLO LUXURY CONSIGNMENT - Other - Business Owner - Co-owner - FL 32266 - Non investment related - 4 Hours per month - Start date: 11/01/2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-07
• S63 Uniform Securities Agent State Law Examination
  2008-09-19

Other Names

• Jason Fuchs