DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Lee Lillmars

LPL Financial LLCBD affiliatedNorton Shores, Midual registrantIAPD 5396086

Certified Financial Planner · Personal Financial Specialist

Feed of 09/14/2026

Also filed as Jason Lee Lillmars

At current firm

1 y

since Jan 31, 2025

In the industry

24 y

since Nov 1, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jan 31, 2025 · Norton Shores, Mi
Avantax Advisory Services former
Oct 25, 2019 to Dec 23, 2024 · Norton Shores,, Mi
1st Global Advisors Inc former
Aug 5, 2019 to Oct 25, 2019 · North Shores, Mi
Principal Securities, Inc. BD affiliated
Aug 3, 2010 to Dec 31, 2010 · Norton Shores, Mi

Moves

a registration end followed by a registration begin elsewhere

Avantax Advisory Services to LPL Financial LLC
left Dec 23, 2024, registered Jan 31, 2025 (39 days) · Affiliated broker-dealer or bank to another
1st Global Advisors Inc to Avantax Advisory Services
left Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
Principal Securities, Inc. to 1st Global Advisors Inc
left Dec 31, 2010, registered Aug 5, 2019 (3139 days) · Other

Signals

Jason Lee Lillmars left Avantax Advisory Services for Lpl Financial Llc (registered 2025-01-31)
Dec 23, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address