Jeffrey B Greco

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

• 06/2018 → 08/2019
  Planmember Securities Corporation
  Carpinteria, CA
• 06/2018 → 08/2019
  Mutual Inc.
  Brentwood, NY
• 08/2019 → Present
  Lpl Financial Llc
  West Brentwood, NY
• 06/2016 → 06/2018
  Long Island Wealth Management
  Syosset, NY

Previous Registrations

• 2009-09-11 → 2010-11-05
  Brewer Investment Advisors Llc
  Chicago, IL
• 2006-10-03 → 2007-06-27
  Ameriprise Financial Services, Llc
  Huntington, NY
  Melville, NY

Other Businesses

1)08/01/2019 - Blue Line Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2019 - 120 hr/mth 2)08/01/2019 - Soverign Consulting Solutions - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 04/2014 3)07/24/2019 - JB Greco & Associates - Insurance Agency - inv rel - at reported business location(s) - start: 04/2014 - 30 hr/mth 4)07/24/2019 - Broadview Consulting Inc - Tax Entity - inv rel - at reported business location(s) - start: 05/2013

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-07-22

Designations

• Chartered Financial Consultant

Other Names

• Jeffrey Benard Greco
• Jeff Greco
• Jeffrey B Greco
• Jeffrey Bernard Greco