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Jason Patrick Eaves

Advisor at LPL Financial — Aurora, IN

Updated today

Credentials

Series 66

Experience

8 years

Location

Aurora, IN

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 11,245 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jason Eaves is a financial advisor with LPL Financial in Aurora, Indiana, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera and Cetera Advisors LLC from 2018 to 2025. He has also served with the City of Monroe Fire Department since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions supported by extensive research and technology platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Aurora, IN

Aurora IN

Advisors at this office

1

Most active in

Indiana · Ohio

Work history

8 years of industry experience

LPL Financial

2025 - Present • 1 year

Mansfield, OH

Cetera

2024 - 2025 • 1 year

Schaumburg, IL

Cetera Advisors LLC

2018 - 2025 • 7 years

Denver, CO

City of Monroe Fire Department

2000 - Present • 26 years

Monroe, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John B

CFP®

Cleves, OH

Incline Wealth

I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, retirees and company retirement plans. I graduated from Thomas More University and was a member of the men’s basketball team. I earned my certificate in financial planning from Xavier University. Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball. Certifications: - CERTIFIED FINANCIAL PLANNER Community Work: - Elder High School Board of Trustees - Chair of the Investment Committee - Western Economic Counsel: Board Member & Treasurer - Our Lady of Visitation Basketball Coordinator - Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member - Former: Thomas More Alumni Association: Board Member.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Gen X (Born 1965-1980)
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Darin S

Series 66

Lawrenceburg, IN

Schmidt Wealth Management, L.L.C.

Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

Annuities Private / alternative investments Options & derivatives strategies
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Colby G

Series 65

Cleves, OH

Bear & Eagle Investments LLC

Colby Gleckler is a Series 65 licensed advisor at Bear & Eagle Investments LLC with one year of industry experience. His prior work includes roles at Woodland Golf Course and Cintas, as well as ongoing employment at the University of Cincinnati. Bear & Eagle Investments LLC serves individuals and households, including high-net-worth clients, by providing discretionary portfolio management and financial planning services. The firm employs a fundamentally oriented, value-focused investment approach using financial-statement analysis and quantitative screens to construct diversified, client-tailored portfolios.

General tax planning Cash flow / budgeting Young Professionals
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Michael S

Series 63, Series 66

Union, KY

Profolio Investments, Inc.

Michael Scheel is a financial advisor at Profolio Investments, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Profolio Investments since 2014. Profolio Investments, Inc. is an independent advisory firm offering fee-based investment advisory, financial planning, and retirement plan services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a strategic asset-allocation approach with discretionary portfolio management and supplements its offerings with fundamental analysis, third-party model portfolios, educational seminars, and client newsletters.

Concentrated stock management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Carly W

Series 65

North Bend, OH

Wayne Financial LLC

Carly Wayne is a Series 65-credentialed financial advisor at Wayne Financial LLC with one year of industry experience. Prior to joining Wayne Financial, she worked for six years at SocialCoaster Inc. d/b/a BVIRAL and three years at Jonathan's Grille. Wayne Financial LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $16 million in assets using an investment approach that integrates equity and ETF allocations with multiple forms of analysis, maintaining client accounts primarily at Schwab Institutional.

College savings (529s, UTMA, etc.) Life insurance needs analysis
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Garrett W

Series 65

North Bend, OH

Wayne Financial LLC

Garrett Wayne is a financial advisor at Wayne Financial LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes equity and ETF allocations combined with multiple analytic methods and maintains a boutique practice model serving a concentrated client roster.

College savings (529s, UTMA, etc.) Life insurance needs analysis
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