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Jason Michael Lilli is a financial advisor professional located in Montvale, NJ. They specialize in financial advisory. With over 47 years of experience, they bring deep expertise to every client.
Jason Michael Lilli - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Jason Michael Lilli operates as a financial advisor through LPL Financial LLC in Montvale, New Jersey. With 47 years in the financial services industry, he brings extensive experience to client relationships. His registration with FINRA (Financial Industry Regulatory Authority) under CRD number 853281 establishes his professional standing in the field. LPL Financial LLC is a major independent broker-dealer, providing a platform for advisory services. Lilli's long tenure reflects sustained involvement in financial planning and investment management.
Jason Michael Lilli's FINRA CRD registration means he is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing broker-dealers and financial professionals in the United States. This registration indicates he meets FINRA's qualification standards and is subject to ongoing regulatory oversight, compliance examinations, and ethical requirements. The CRD (Central Registration Depository) number is a unique identifier that allows clients and regulators to verify his registration status and disciplinary history. Operating under LPL Financial LLC, a registered broker-dealer, provides additional institutional oversight of his advisory activities and client account handling.