Adviser and broker representative · LPL Financial LLC
Jason M. Kurz
CRD 4976367 · Jericho, NY
At a glance
Jason M. Kurz is an investment adviser representative with LPL Financial LLC in Jericho, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2011, about 15 years ago. Jason is also registered as a broker representative.
Current advisory firms
- LPL Financial LLCSince July 2025Jericho, NY · $819B in regulatory assets
- Comprehensive Wealth Services, LLCSince January 2025Parsippany, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.