Orestes Jason

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

• 01/2013 → Present
  Epic Capital Wealth Management
  Charlotte, NC
• 08/2014 → 08/2017
  University Of North Carolina - Charlotte
  Charlotte, NC
• 01/2013 → Present
  Lpl Financial Llc
  Charlotte, NC

Other Businesses

1) 2/6/18- Epic Capital Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Charlotte, NC - 100% 2) 11/17/2023 - Dimitriou Associates, LLC - Real Estate Rental - Investment Related - Home Based - Start Date 01/01/2023 - 200 Hours Per Month/ 0 Hours During Trading 3) 08/02/2024 - Argo Capital Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 07/01/2024 - 200 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-03-28

Other Names

• Orestes Jason Dimitriou