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Jason Ward Maclin

LPl Financial LLC

Roanoke, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-02
  • TX RA
    APPROVED
    Since 2024-02-02

Branch Locations

311 S Oak St Ste 275, Roanoke, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 05/2007 11/2023
Fidelity Brokerage Services Llc Westlake TX 01/2008 11/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2023
Unemployed Sanger TX 11/2023 02/2024
Lpl Financial Roanoke TX 02/2024 Present
  • 05/2007 → 11/2023
    Fidelity Investments
    Westlake, TX
  • 01/2008 → 11/2023
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → 11/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2023 → 02/2024
    Unemployed
    Sanger, TX
  • 02/2024 → Present
    Lpl Financial
    Roanoke, TX
Previous Registrations
  • 2018-07-13 → 2023-12-19
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-10-04 → 2018-07-13
    Westlake, TX
Other Businesses

1) 02/02/2024 - Ascendus Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 0- Start: 02/07/2024 - 160 Hr/Mth 8 hrs during Trading 2) 09/19/2025- Task Rabbit- Outside/W-2 Employment- Not INV Related- At Various Location(s)- Start date 09/25/2025- 8 Hours Per Month- 1 Hour During Trading 3) 01/26/2026 - Pacific Rail Services - Outside/W-2 Employment - Driver - Not Investment Related - Haslet, TX - Start Date 01/27/2026 - 160 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-03
S63 Uniform Securities Agent State Law Examination 2006-05-16
  • S66 Uniform Combined State Law Examination
    2011-10-03
  • S63 Uniform Securities Agent State Law Examination
    2006-05-16

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