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Jason F Webb

Advisor at LPL Financial — Fayetteville, AR 530 N College Ave

Updated today

Credentials

Series 66

Experience

24 years

Location

Fayetteville, AR 72701

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jason Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2018 and has been associated with SII Investments Inc. since 2005. Outside of his advisory role, he is president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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

Fayetteville, AR 530 N College Ave

530 N College Ave, Bldg B

Fayetteville AR 72701

Advisors at this office

1

Most active in

Arkansas · Georgia · Texas

Work history

24 years of industry experience

LPL Financial

2018 - Present • 8 years

Fayetteville, AR

SII Investments Inc

2005 - Present • 21 years

Lafayetteville, AR

Disclosures

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

Business activities & affiliations

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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
user avatar

James S

Series 63, Series 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at SignalPoint Asset Management and Ameriprise Financial Services, among others. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm manages portfolios using fundamental, technical, and charting analysis, offers ongoing plan advisory services, and provides ERISA 3(21) fiduciary consulting for plan sponsors.

Wealth management
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John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

Stephen Spicer is a CFP® with 11 years of experience in the financial services industry. He is the founder of Spicer Capital, LLC and has previously worked at API Financial Advisors, LLC and Symmetry Financial Group. He serves as a trustee for a non-marital family trust established for his son. Spicer Capital, LLC is an independent registered investment adviser managing approximately $5.86 million for 28 clients, including individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides investment management, financial planning, insurance placement, and employer retirement plan services, utilizing a network of SEC-registered portfolio managers and offering educational resources to clients and the public.

Real estate investing Annuities General tax planning
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James W

Series 66

Fayetteville, AR

Sovereign Capital LLC

James Wheeler is a financial advisor at Sovereign Capital LLC in Fayetteville, AR, holding a Series 66 designation with eight years of industry experience. He previously worked at Arvest Wealth Management and Arvest Bank before founding Sovereign Capital in 2021. Outside of financial advising, he owns and operates Adventure Lawn Care LLC, a lawn service business. Sovereign Capital LLC provides discretionary and non-discretionary portfolio management and IRA rollover advice to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term trading strategies, with a notable focus on the use of derivatives and complex instruments tailored to client objectives.

Options & derivatives strategies Active portfolio management
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John S

Series 65

Fayetteville, AR

Cornerstone Advisors LLC

John Savard is a Series 65-licensed financial advisor with Cornerstone Advisors LLC, based in Fayetteville, AR. He has one year of industry experience as a financial advisor and previously worked for eight years at DogWatch. Cornerstone Advisors LLC is a small RIA serving individual clients, including high-net-worth individuals, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses multiple methods of analysis and offers both discretionary and non-discretionary management aligned with documented client goals and risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
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