Jeffrey Paul Filipek

Current Employers

Employment History

• 06/1995 → Present
  Jpf & Associates
  Wayzata, MN
• 08/1995 → Present
  Lincoln Benefit Life
  Lincoln, NE
• 04/1996 → Present
  Jackson National Life
  Lansing, MI
• 06/2011 → 12/2019
  Money Geeks Financial Network
  St Paul, MN
• 09/2014 → 06/2021
  Voya Financial Advisors
  Vadnais Heights, MN
• 06/2021 → 05/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 05/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2021 → Present
  Jpf Agency
  White Bear Lake, MN
• 05/2025 → Present
  Lpl Financial
  White Bear Lake, MN
• 05/2025 → Present
  Calm Water Financial
  White Bear Lake, MN

Previous Registrations

• 2023-06-29 → 2025-05-27
  Cetera Investment Advisers Llc
  White Bear Lake, MN
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  White Bear Lake, MN
  Maple Grove, MN
• 2014-01-31 → 2021-06-09
  Voya Financial Advisors, Inc.
  St Paul, MN
  St Paul, MN
  Windsor, CT
  Maple Grove, MN
  Vadnais Heights, MN

Other Businesses

1. Start Date:06/01/2021 - JPF Agency - Non-Variable Insurance Trails Only - Investment Related - White Bear Lake, MN 55110 - 5 Hrs/Mth - 1 Hrs During Trading - Time Spent: 5 2. Start Date:08/01/2021 - US Soccer Federation - Coach/Sports/Fitness - Not Investment Related - Lino Lakes, MN 55308 - 10 Hrs/Mth - 0 Hrs During Trading - Time Spent: 5 3. Start Date:09/01/2022 - JPF Agency - Non-Variable Insurance - Investment Related - White Bear Lake, MN 55308 - 5 Hrs/Mth - 1 Hrs During Trading - Time Spent: 5 4.Start Date:08/01/2021 - Minnesota state high school league - Coach/Sports/Fitness - Not Investment Related - Lino Lakes, MN 55308 - 5 Hrs/Mth - 0 Hrs During Trading - Time Spent: 5 5.Start Date:12/12/2017 - JPF and Associates LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - White Bear Lake, MN 55110 - 20 Hrs/Mth - 5 Hrs During Trading - Time Spent: 10 6.Start Date:5/28/2025 - Calm Water Financial - DBA for LPL Business (entity for LPL business) - Investment Related - White Bear Lake, MN 55110 - 160 Hrs/Mth - 40 Hrs During Trading - Time Spent: 100 7.05/28/2025 - Minnesota Soccer Referee Program - Not Investment Related - Non-Profit Board Member - St Paul, MN - Start Date:11/01/2023 - 5 Hrs/Mth - 0 Hrs During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-04