Jeffrey Scott Haskell

Current Employers

Employment History

• 07/1999 → 11/2017
  National Planning Corporation
  Palm Desert, CA
• 11/2017 → Present
  Lpl Financial Llc
  Palm Desert, CA
• 07/2018 → Present
  Wcg Wealth Advisors, Llc
  Palm Desert, CA

Previous Registrations

• 1999-07-16 → 2017-11-29
  National Planning Corporation
  Bishop, CA
  Palm Desert, CA

Other Businesses

1.10/16/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Haskell Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/01/2013; hrs/mth; hrs during trading 2.07/17/2018; The Wealth Consulting Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/04/2018; 200hrs/mth; 3hrs during trading; I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2018. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.09/05/2018; Haskell Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 06/01/2018; 200hrs/mth; 3hrs during trading; I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in August 2018. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.09/05/2018; The Wealth Consulting Group / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/01/2018; 200hrs/mth; 3hrs during trading; I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in July 2018. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5.12/20/2018; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/22/2008; 17hrs/mth; 17hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-26
• S63 Uniform Securities Agent State Law Examination
  1991-04-05

Other Names

• Jeff Haskell