Jeffrey Glenn Thatcher

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

• 07/2005 → Present
  Lpl Financial, Llc
  Endicott, NY
• 01/2017 → Present
  Visions Analysis Llc
  Endicott, NY

Other Businesses

1.09/30/2013; ProCu; Non-Profit Board Member; Not Investment Related; ; Start Date 09/17/2013; hrs/mth; hrs during trading 2.08/30/2018; Visions Insurance Agency; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 08/15/2018; 10hrs/mth; 6hrs during trading 3.09/05/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Visions Wealth Management / none; Investment Related; at Reported Business Location(s); Start Date 06/29/2023; 0hrs/mth; 0hrs during trading 4.11/18/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Visions Wealth Management / Visions Analysis, LLC; Investment Related; at Reported Business Location(s); Start Date 11/13/2025; 160hrs/mth; 160hrs during trading 5.05/27/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Covenant Wealth Advisors a Division of Visions Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 1hrs/mth; 1hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-06
• S63 Uniform Securities Agent State Law Examination
  1989-06-13

Designations

• Certified Financial Planner