DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

JASON ANDREW BLACK

Advisor at LPL FINANCIAL LLC

BEXLEY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8bf2f592-d845-db61-2d53-6bf7725b5286

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2013 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: Dec 6, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Dec 6, 2007
First registration: Jan 2, 2013
Dual registered: yes, broker-dealer
IAPD individual key: 2958116

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	Oct 2, 2018	n/a	yes	BEXLEY, OH	Current employment
WADDELL & REED	Former SEC adviser	May 4, 2015	Oct 5, 2018	no	DUBLIN, OH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 28, 2013	May 1, 2015	no	Toledo, OH\|COLUMBUS, OH	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jan 2, 2013	Feb 19, 2013	no	MAUMEE, OH	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
WADDELL & REED	LPL FINANCIAL LLC	Oct 5, 2018	Oct 2, 2018	-3	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	WADDELL & REED	May 1, 2015	May 4, 2015	3	Firm change	Other
EAGLE STRATEGIES LLC	MML INVESTORS SERVICES, LLC	Feb 19, 2013	Jun 28, 2013	129	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Oct 2, 2018 to presentfactForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 4, 2015 to Oct 5, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 28, 2013 to May 1, 2015factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jan 2, 2013 to Feb 19, 2013factForm ADV

Dated events

No dated event names this entity yet.