Jason Adam Trzcinski

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

• 04/2014 → Present
  Lpl Financial
  Walled Lake, MI

Previous Registrations

• 2010-10-18 → 2014-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

1. 05/16/2014 - LAKE SUPERIOR STATE UNIVERSITY - Non-Profit Board Member - MEMBER OF BOARD - WALLED LAKE, MI 2. 9/5/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - CLEARPATH FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - Start Date 05/15/2014 - 160 HOURS PER MONTH DURING TRADING 3. 11/19/2025 - CPFG - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 200 hours per month/ 7 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  1999-02-24

Other Names

• Jason A Trzcinski