ChooseAFinancialAdvisor.com
Advisors / Ohio / Cincinnati
2yrs

Jason Doublett

Financial advisor at LPL Enterprise

Based in Cincinnati, Ohio, Jason Doublett is a fiduciary financial advisor with 2 years of industry experience. Jason has been with LPL Enterprise since 2025. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.

Cincinnati, OHFiduciary advisor
Call LPL EnterpriseDirections

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeCincinnati, OH
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state

Services through LPL Enterprise

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Jan 2025 – now

Questions to ask Jason

Tailored to Jason’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jason

How do I contact Jason?

Call LPL Enterprise at (704) 733-3300 and ask for Jason Doublett. Jason works from the Cincinnati, OH office.

How long has Jason been a financial advisor?

Jason has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Jason hold?

Series 66. Tap any license on this page to see what it allows.

Is Jason a fiduciary?

Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jason paid?

LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Merrill
47yrs
Emerson Knowles
Financial advisor
5905 E Galbraith Rd
Cincinnati, OH 45236
Top advisor by experience in Cincinnati
Fiduciary
Call Directions
Morgan Stanley
47yrs
Dean Trindle
Financial advisor
221 East 4th Street Atrium Building
Cincinnati, OH 45202
Top 1% by experience in Cincinnati
Fiduciary
Call Directions
MAI Capital Management
46yrs
Don Brosz
Financial advisor
9435 Waterstone Blvd. Suite 120
Cincinnati, OH 45249
Top advisor by experience at MAI Capital Management
Fiduciary
Call Directions
Wells Fargo Advisors
46yrs
Stephen Lee
Financial advisor
8044 Montgomery Rd Suite 570 Towers Of Kenwood
Cincinnati, OH 45236
Top 1% by experience in Cincinnati
Fiduciary
Call Directions
Raymond James & Associates
46yrs
Mire Jonovski
Financial advisor
400 E Business Way Suite 101
Cincinnati, OH 45241
Top 1% by experience in Cincinnati
Fiduciary
Call Directions
UBS Financial Services
46yrs
Richard Corman
Financial advisor
8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Top 1% by experience in Cincinnati
Fiduciary
Call Directions

See all advisors near Cincinnati