Partner
Current
Capstone Wealth Management
Dec 2019 - Present
AeroLeads people directory · profile
Jason Murphy, Chfc® Email & Phone Number
Partner
at
LPL Finanical
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Partner
Location
Detroit Metropolitan Area, United States
Company size
Who is Jason Murphy, Chfc®? Overview
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Quick answer
Jason Murphy, Chfc® is listed as Partner at LPL Finanical, a with 198 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jason Murphy, Chfc®.
Jason Murphy, Chfc® previously worked as Partner at Capstone Wealth Management and Financial Consultant at Lpl Finanical. Jason Murphy, Chfc® holds Bachelor Of Science And Business Administration, Finance, General from University Of Michigan-Flint.
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Email format at LPL Finanical
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LPL Finanical
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Profile bio
About Jason Murphy, Chfc®
Jason Murphy has been a financial advisor who has been committed to helping individuals and small business owners since 2002. Jason’s focus and approach to his business is to provide the highest possible level of service to his clients while providing each client with a personalized financial plan that is innovative and meets their own individual needs. Jason enjoys working with LPL Financial as an independent financial advisor because there is no obligation to work with any specific firms, agencies, or products and is able to provide suitable products and services to address his client’s goals. Prior to joining Shield Financial Group, Jason received his business degree from the University of Michigan and was a top producer at JP Morgan and Citizens Financial Group. He was awarded the “Five Star Wealth Manager” award in 2017, 2018, and 2019* and the Oxford Leader reader's voted Shield Financial Group to be the Best Financial Planner in Oxford in 2018.
Current workplace
Jason Murphy, Chfc®'s current company
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Lpl Finanical
5 roles
Jason Murphy, Chfc® work experience
A career timeline built from the work history available for this profile.
Financial Consultant
As an Independent Financial Advisor with LPL Financial I can offer objective financial guidance and advice in todays ever changing world. I provide planning and investment strategies to individuals, families, and companies from design through implementation. LPL Financial has over 14,000 financial advisors and is the nation’s largest independent broker/dealer, making us a leading distributor of financial products in the United States*. LPL is also an enabling partner to a broad range of banks and credit unions.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For Hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with the residents of the state of Michigan, Florida, Massachusetts, Wisconsin, and Washington. * As reported in Financial Planning magazine 1996-2019, based on total revenues
Partner
Shield Financial Group
Our firm provides our clients with innovative and forward thinking services and access to investment products. Our mission is to understand your needs, wants and long term goals and help develop, implement and monitor a strategy based on your individual situation. We will utilize all our resources to help you pursue your goals.Shield Financial Group can also provide an investment management style called "Invest In Your Beliefs". Your beliefs are a fundamental part of how you live your life. Now they can be an essential part of how you invest your money. Our firm can align your investments with your values and beliefs through a custom portfolio. By using select money managers we can exclude certain social categories from your portfolio.
Jun 2016 - Dec 2019
Chase Private Client
Jul 2012 - Jun 2016
Financial Consultant
Jun 2002 - Jul 2012
Team & coworkers
Colleagues at LPL Finanical
Other employees you can reach at lmcity.sk. View company contacts for 198 employees →
DA
David A Perry
Colleague at Lpl FinanicalSeal Beach, California, United States
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KQ
Karen Quinn
Colleague at Lpl FinanicalLondonderry, Vermont, United States
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JB
Joe Blue
Colleague at Lpl FinanicalHaven, Kansas, United States
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JR
Jeanne Ramick
Colleague at Lpl FinanicalTraverse City, Michigan, United States
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ST
Summer Thomas
Colleague at Lpl FinanicalCarlsbad, California, United States
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IK
Immy Khan
Colleague at Lpl FinanicalLeeds, England, United Kingdom
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MS
Marc Scharr
Colleague at Lpl FinanicalKirkland, Washington, United States
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KF
Kalie Firman
Colleague at Lpl FinanicalLos Angeles, California, United States
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KF
Kirk Feret
Colleague at Lpl FinanicalHackensack, New Jersey, United States
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KC
Kathryn Cormier
Colleague at Lpl FinanicalAberdeen, South Dakota, United States
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David A Perry
Colleague at Lpl FinanicalSeal Beach, California, United States
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KQ
Karen Quinn
Colleague at Lpl FinanicalLondonderry, Vermont, United States
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JB
Joe Blue
Colleague at Lpl FinanicalHaven, Kansas, United States
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JR
Jeanne Ramick
Colleague at Lpl FinanicalTraverse City, Michigan, United States
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ST
Summer Thomas
Colleague at Lpl FinanicalCarlsbad, California, United States
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IK
Immy Khan
Colleague at Lpl FinanicalLeeds, England, United Kingdom
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MS
Marc Scharr
Colleague at Lpl FinanicalKirkland, Washington, United States
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KF
Kalie Firman
Colleague at Lpl FinanicalLos Angeles, California, United States
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KF
Kirk Feret
Colleague at Lpl FinanicalHackensack, New Jersey, United States
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KC
Kathryn Cormier
Colleague at Lpl FinanicalAberdeen, South Dakota, United States
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3 education records
Jason Murphy, Chfc® education
Bachelor Of Science And Business Administration, Finance, General
Electrical Engineering
High School/Secondary Diplomas And Certificates
Linden High School
FAQ
Frequently asked questions about Jason Murphy, Chfc®
Quick answers generated from the profile data available on this page.
What company does Jason Murphy, Chfc® work for?
Jason Murphy, Chfc® works for LPL Finanical.
What is Jason Murphy, Chfc®'s role at LPL Finanical?
Jason Murphy, Chfc® is listed as Partner at LPL Finanical.
Where is Jason Murphy, Chfc® based?
Jason Murphy, Chfc® is based in Detroit Metropolitan Area, United States while working with LPL Finanical.
What companies has Jason Murphy, Chfc® worked for?
Jason Murphy, Chfc® has worked for Capstone Wealth Management, Lpl Finanical, Shield Financial Group, Jpmorgan Chase & Co., and Charter One Investment.
Who are Jason Murphy, Chfc®'s colleagues at LPL Finanical?
Jason Murphy, Chfc®'s colleagues at LPL Finanical include David A Perry, Karen Quinn, Joe Blue, Jeanne Ramick, and Summer Thomas.
How can I contact Jason Murphy, Chfc®?
You can use AeroLeads to view verified contact signals for Jason Murphy, Chfc® at LPL Finanical, including work email, phone, and LinkedIn data when available.
What schools did Jason Murphy, Chfc® attend?
Jason Murphy, Chfc® holds Bachelor Of Science And Business Administration, Finance, General from University Of Michigan-Flint.
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