Jason Todd Jackson

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

• 03/1999 → 03/2023
  Edward D. Jones & Co., L.P.
  Bedford, IN
• 03/2023 → Present
  Lpl Financial Llc
  Bedford, IN

Previous Registrations

• 2007-01-26 → 2023-03-15
  Edward Jones
  Bedford, IN
  Bedford, IN

Other Businesses

1) 03/14/2023 - Jackson Bellush Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - at reported business location(s) 2) 08/15/2023 - JFGLPL 2023 LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/17/2023 - 10 Hours Per Month/ 1 Hour During Trading 3) 10/16/2024 - Insource Inc - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/16/2024 - 1 Hour Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-01-15
• S63 Uniform Securities Agent State Law Examination
  1999-05-06