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Jason N
Series 65, Series 63
Riverside, CA
LPL Enterprise
Jason Nicholson is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities, and Western Southern Life. Outside of his advisory work, he is involved in health insurance sales and real estate-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and third-party asset management, with a platform that integrates adviser programs alongside insurance sales and lending services.
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