Ryan Najar Valenzuela

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-09

TX RA
APPROVED

Since 2025-12-09

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	06/2000	10/2025
Lpl Financial	Dallas	TX	12/2025	Present
Jfc Advisors	Dalas	TX	12/2025	Present
Valenzuela Wealth Management	Dallas	TX	12/2025	Present

06/2000 → 10/2025

Edward Jones

St. Louis, MO
12/2025 → Present

Lpl Financial

Dallas, TX
12/2025 → Present

Jfc Advisors

Dalas, TX
12/2025 → Present

Valenzuela Wealth Management

Dallas, TX

Previous Registrations

2010-03-22 → 2025-11-10

Edward Jones

Richardson, TX

Garland, TX

Other Businesses

1)12/09/2025 - VALENZUELA WEALTH MANAGEMENT -Financial Advisor DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)-Start date 12/01/2025-160hrs/mth-160hrs/mth during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-02
S63	Uniform Securities Agent State Law Examination	2000-08-09

S66 Uniform Combined State Law Examination

2010-03-02
S63 Uniform Securities Agent State Law Examination

2000-08-09

Other Names

Ryan N Valenzuela

View on SEC IAPD