Jason James Willner

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Albert Lea, MN
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Albert Lea, MN
• 03/2022 → Present
  Lpl Financial Llc
  Albert Lea, MN

Previous Registrations

• 2011-01-03 → 2022-04-05
  Wells Fargo Clearing Services, Llc
  Austin, MN
  Waseca, MN
  Albert Lea, MN
  Blue Earth, MN
  Minneapolis, MN
  Blue Earth, MN
• 2006-07-25 → 2011-01-03
  Wells Fargo Investments, Llc
  Blue Earth, MN
  Waseca, MN
  Albert Lea, MN
  Austin, MN

Other Businesses

1) 3/2022- Cafourek Financial Services- non-variable insurance- Agent selling LTX, Life, Disability, Fixed annuity- inv. related- Albert Lea, MN - start date 3/2022 - 2hrs/mth 2) 04/01/2024 - Lakeside Wealth Managment - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/25/2024 - 50 Hours Per Month/ 40 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-07-20

Designations

• Certified Financial Planner