LPL Financial Advisor
Jason Prattes | LPL Financial Advisor
Jason Prattes is a member of our team of investment consultants. With over 10 years of experience in the financial planning and investment field, he has extensive experience in asset management, investments, health insurance and 401k plans. Jason recently was listed on FT Magazine’s Top 401 Retirement Advisers in their May 28th, 2015 publications*.
Jason earned a Bachelors of Science degree in Economics and Bachelor of Arts degree in Public Policy from Southern Methodist University in Dallas, TX. Jason holds a General Securities Series 7 and Investment Advisory Series 65 license. Today Jason provides retirement plan consulting for more than 30 corporate clients, and manages over $100 M in retirement plan assets.
Jason prides himself on providing his clients exceptional financial advice with integrity and superior ethics.
*Financial Times list is based on six broad factors and calculates a numeric score for each adviser. Areas for consideration include adviser AUM, asset growth, years of experience, industry certification, Finra compliance record and online accessibility.
CA Insurance License 0E88755