Jon D Stacy

Current Employers

Employment History

• 03/2014 → 02/2017
  Lpl Financial Llc
  Toledo, OH
• 08/2016 → 02/2018
  The Huntington National Bank
  Toledo, OH
• 02/2017 → 02/2018
  The Huntington Investment Company
  Wayne, OH
• 02/2018 → 09/2023
  Lpl Financial
  Sylvania, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Sylvania, OH
• 09/2023 → Present
  Signature Equity Partners, Llc
  Sylvania, OH

Previous Registrations

• 2018-02-02 → 2023-09-20
  Lpl Financial Llc
  Sylvania, OH
  Sylvania, OH
  Jamison, PA
• 2017-02-01 → 2018-02-02
  The Huntington Investment Company
  Temperance, MI
  Toledo, OH
  Ypsilanti, MI
  Ypsilanti, MI
  Ypsilanti, MI
  Willard, OH
  Wayne, OH
  Toledo, OH
  Bowling Green, OH
• 2014-03-13 → 2017-02-01
  Lpl Financial Llc
  Toledo, OH
  Tiffin, OH
  Toledo, OH
  Wayne, OH
  Temperance, MI
  Willard, OH
  Maybee, MI
  Ypsilanti, MI
  Ypsilanti, MI
  Ypsilanti, MI
• 2013-03-26 → 2014-03-17
  Voya Financial Advisors, Inc.
  Toledo, OH
  Sylvania, OH

Other Businesses

1. 01/09/2018 - Varsity Wealth Management - DBA for advisory and broker-dealer business - investment related - at respective reported business location(s) - start: 02/2018 2. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/08/2023 ADDRESS: 5800 Monroe St. Bldg. B5, Sylvania OH 43560, United States DESCRIPTION: Sales/marketing of investment advisory products 3. VARSITY WEALTH MANAGEMENT POSITION: : I conduct securities and variable insurance business under Varsity Wealth Management NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/07/2023 ADDRESS: 5800 Monroe St. Bldg B5, Sylvania OH 43560, United States DESCRIPTION: Sales/Marketing of securities and variable insurance products 4. VARSITY WEALTH MANAGEMENT - INSURANCE BROKER POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 09/07/2023 ADDRESS: 5800 Monroe St. Bldg. B5, Sylvania OH 43560, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-22
• S63 Uniform Securities Agent State Law Examination
  2011-07-15