JD
Jason A. Driver
ADAIR FINANCIAL PRIVATE CLIENT GROUP
West Chester, PA
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CRD#: 2170819
JD
Professional summary
Jason Alexander Driver is a registered financial advisor currently at ADAIR FINANCIAL PRIVATE CLIENT GROUP located in West Chester, Pennsylvania and LPL FINANCIAL LLC located in Lancaster, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Jason has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 03/06/2025- Strategic Management Associates - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 10/30/2019 - 2 hours per month/ 0 hours during trading 2. 03/06/2025 - Conner Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2020 - 10 hours per month/ during trading 3. 03/12/2025 - Adair Financial Private Client Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/09/2019 - 20 Hours per month/ 10 Hours During Trading - I provide investment advisory services through Adair Financial Private Client Group LLC, an independent investment advisor firm. I started this business activity in 8/2019. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 05/19/2025 - Financial Management Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 05/07/2025 - 120 Hours per month/ During Trading. 5. 07/23/2025 - Private Wealth Planning Group LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 06/30/2025 - 40 Hours per month/ During Trading. 6. 08/19/2025 - Private Wealth Planning Group LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Start Date 08/27/2019 - 1 hour per month/ 0 hours during trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Alexander Driver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 9, 2020 - Present
ADAIR FINANCIAL PRIVATE CLIENT GROUP
Office #2: 2503, Zennor Court, Cedar Park, TX 78613RIA
CRD#: 306300
West Chester, PA
Current
March 6, 2025 - Present
LPL FINANCIAL LLC
Office #1: 930 Red Rose Court Suite 200, Lancaster, PA 17601Office #2: 766 Old York Road, Jenkintown, PA 19046RIA
BD
CRD#: 6413
LANCASTER, PA
Past
August 11, 2020 - March 12, 2025
IC ADVISORY SERVICES, INC.
RIA
CRD#: 140190
JENKINTOWN, PA
Past
August 11, 2020 - March 6, 2025
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
JENKINTOWN, PA
Past
February 14, 2008 - April 22, 2019
DUNHAM
RIA
CRD#: 13162
WEST CHESTER, PA
Past
February 11, 2008 - April 22, 2019
DUNHAM
BD
CRD#: 13162
SAN DIEGO, CA
Past
November 6, 2006 - February 22, 2008
INTEGRITY FUNDS DISTRIBUTOR, LLC
BD
CRD#: 26293
MINOT, ND
Past
July 1, 2002 - November 9, 2005
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
July 24, 1993 - July 3, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
August 28, 1991 - June 23, 1993
HIBBARD BROWN & CO., INC.
BD
CRD#: 18246
NEW YORK, NY
Past
January 1, 1988 - July 3, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WILMINGTON, DE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/11/2025)
RR
Alaska(7/15/2025)
RR
Arizona(3/6/2025)
RR
California(3/6/2025)
RR
Colorado(3/6/2025)
RR
Delaware(3/6/2025)
IAR
Florida(2/9/2021)
RR
Florida(3/7/2025)
IAR
Georgia(6/19/2020)
RR
Georgia(3/6/2025)
RR
Hawaii(3/6/2025)
RR
Kansas(3/6/2025)
RR
Maryland(3/6/2025)
RR
Mississippi(3/6/2025)
RR
New Jersey(3/6/2025)
RR
New Mexico(3/6/2025)
RR
New York(3/6/2025)
RR
North Carolina(3/6/2025)
IAR
Ohio(4/3/2020)
RR
Ohio(3/6/2025)
IAR
Pennsylvania(3/9/2020)
RR
Pennsylvania(3/6/2025)
RR
South Carolina(3/6/2025)
RR
Tennessee(7/14/2025)
IAR
Texas(9/24/2021)
RR
Texas(7/11/2025)
RR
Virginia(3/6/2025)
RR
Washington(3/6/2025)
RR
West Virginia(3/6/2025)
RR
Wisconsin(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ADAIR FINANCIAL PRIVATE CLIENT GROUP
ADAIR FINANCIAL PRIVATE CLIENT GROUP | THE INVESTMENT CENTER | PRIVATE WEALTH PLANNING GROUP LLC | KUBIAK FINANCIAL | CONNER FINANCIAL | ADAIR FINANCIAL PRIVATE CLIENT GROUP LLC
CRD#: 306300 / SEC#:
Florida
Registered Investment Advisory firm - (2/9/2021 Approved)Georgia
Registered Investment Advisory firm - (6/19/2020 Approved)New York
Registered Investment Advisory firm - (8/26/2020 Approved)Ohio
Registered Investment Advisory firm - (4/3/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (3/9/2020 Approved)Texas
Registered Investment Advisory firm - (9/24/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
West Chester, PA
Mailing Address
Phone number
(302) 545-3595
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 10,975,236 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
