Jason F. Briscoe

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Minooka, IL 60447

Some features on this profile are disabled

CRD#: 4296223

Professional summary

Jason Franklin Briscoe is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Minooka, Illinois and LASALLE ST SECURITIES, L.L.C. located in Minooka, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 8 firms and has passed the Series 66, SIE and Series 7 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.

SPEEDY DEDUCTIONS TAX PREPARATIONS/OWNER - 407 W Jefferson St JOLIET, IL 60435. TAX PREPARATION. START DATE 10/2008, SEASONAL HR; ADVISORS INSURANCE AGENCY, INC/OWNER - 106 Industrial Dr, Minooka, IL 60447.OFFER INSURANCE FOR COMMERCIAL,HOME & AUTO. START DATE 01/08, 3 HRS. PER WK; Briscoe Management Rental property owner- own and rent properties LASALLE ST. INVESTMENT ADVISORS, L.L.C.-RIA; FIXED INSURANCE;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Franklin Briscoe's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 29, 2012 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Office #1: Po Box 771 111 W Wapella St, Minooka, IL 60447

RIA

CRD#: 109701

Minooka, IL

Current

June 29, 2012 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 111 W Wapella St, Minooka, IL 60447

CRD#: 7191

Minooka, IL

Past

March 6, 2009 - June 29, 2012

BROKERSXPRESS LLC

RIA

CRD#: 127081

JOLIET, IL

Past

March 5, 2009 - June 29, 2012

BROKERSXPRESS LLC

CRD#: 127081

JOLIET, IL

Past

December 20, 2006 - July 7, 2009

USF ADVISORS, LLC

RIA

CRD#: 130569

HOUSTON, TX

Past

December 20, 2006 - March 24, 2009

USF SECURITIES, L.P.

CRD#: 37942

JOLIET, IL

Past

October 23, 2003 - October 26, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

HINSDALE, IL

Past

October 23, 2003 - October 26, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

HINSDALE, IL

Past

January 25, 2002 - November 11, 2003

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

JOLIET, IL

Past

January 17, 2002 - November 11, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 6, 2001 - January 28, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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.

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

Florida
(10/20/2014)

IAR

Florida
(3/2/2022)

Illinois
(6/29/2012)

IAR

Illinois
(6/29/2012)

Michigan
(7/6/2012)

IAR

Michigan
(11/18/2013)

IAR

Missouri
(2/27/2024)

IAR

Pennsylvania
(7/12/2013)

Pennsylvania
(10/8/2014)

Texas
(2/18/2020)

IAR

Texas
(2/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

940 N. Industrial Dr., Elmhurst, IL 60126-1131

Mailing Address

Phone number

(630) 600-0500

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	11,941
AUM (Assets Under Management)	$ 4,346,509,887

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.

Similar Advisors

Matthew Dollinger

EDWARD JONES

IAR

JOLIET, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason F. Briscoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Franklin Briscoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

BROKERSXPRESS LLC

BROKERSXPRESS LLC

USF ADVISORS, LLC

USF SECURITIES, L.P.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2001

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

TRUST BUT VERIFY

Similar Advisors