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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialistdual registered (broker-dealer)24 years in industry

Jason Lee Lillmars

Advisor at LPL FINANCIAL LLC

NORTON SHORES, MI

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Search this name across graphsid dfx:ria:5bb3d635-4b3c-0052-3cd3-14c142066820

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S63|S66
First exam: Sep 7, 2007
First registration: Aug 3, 2010
Dual registered: yes, broker-dealer
Other names: JASON LEE LILLMARS|Jason Lillmars
IAPD individual key: 5396086

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 31, 2025	n/a	yes	NORTON SHORES, MI	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 25, 2019	Dec 23, 2024	no	Norton Shores,, MI\|GRAND HAVEN, MI\|Wyoming, MI\|GRAND RAPIDS, MI	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Aug 5, 2019	Oct 25, 2019	no	NORTH SHORES, MI	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 3, 2010	Dec 31, 2010	no	NORTON SHORES, MI\|HASTINGS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	LPL FINANCIAL LLC	Dec 23, 2024	Jan 31, 2025	39	Firm change	Ibd to ibd
1ST GLOBAL ADVISORS INC	AVANTAX ADVISORY SERVICES	Oct 25, 2019	Oct 25, 2019	0	Bulk transfer	Ibd to ibd
PRINCIPAL SECURITIES, INC.	1ST GLOBAL ADVISORS INC	Dec 31, 2010	Aug 5, 2019	3,139	Firm change after gap	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jan 31, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 25, 2019 to Dec 23, 2024factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Aug 5, 2019 to Oct 25, 2019factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 3, 2010 to Dec 31, 2010factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
Jason Lee Lillmars left Avantax Advisory Services for Lpl Financial Llc (registered 2025-01-31)
Form ADVobserved 6 days ago