Jason Adams is an Administrative Assistant at LPL Financial. He partners with advisors to provide support on administrative tasks and client management functions.Jason brings 14 years of industry knowledge to the firm. Prior to joining the Admin Solutions team, he was a licensed banker and branch manager of JP Morgan Chase Bank. Jason maintains his Series 6 and 63 FINRA license. Jason understands the daily operational challenges that advisors and their businesses encounter, and is dedicated to managing and guiding a seamless client experience.
Jason and his wife have lived in San Diego since 2010. Prior to moving to San Diego he lived in Oklahoma. The majority of his wifes family lives in Ecuador. Jason enjoys traveling, going to the beach, hiking and weight training.