Jan Glenn Valecka

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Lpl Financial Llc
  Dallas, TX

Previous Registrations

• 1988-08-16 → 2005-08-29
  Morgan Stanley Dw Inc.
  Dallas, TX

Other Businesses

1.09/29/2005; NASD; Arbitrator; Not Investment Related; ; Start Date ; hrs/mth; hrs during trading 2.05/12/2006; Jan G. Valecka, CFP, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.01/14/2008; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Valecka Wealth Management; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 4.08/10/2026; Valecka Wealth Management; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/06/2026; 5hrs/mth; 5hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-08-11

Other Names

• Carla Jan Bohannon
• Jan Glenn Valecka
• Jan G Valecka
• Carla Valecka