Jeremy Houston Meeks

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

• 03/2019 → 11/2019
  U.S. Bank
  Decherd, TN
• 10/2019 → 11/2019
  U.S. Bancorp Investments, Inc.
  Decherd, TN
• 08/2016 → 02/2019
  Regions Bank
  Tullahoma, TN
• 11/2019 → 11/2021
  Firstbank
  Fayetteville, TN
• 11/2021 → Present
  Listerhill Credit Union
  Muscle Shoals, AL
• 11/2021 → Present
  Lpl Financial Llc
  Muscle Shoals, AL

Other Businesses

1) 09/06/2023- Listerhill Financial Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) 2) 09/06/2023 - Listerhill Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/29/2023 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-03-08
• S63 Uniform Securities Agent State Law Examination
  2000-11-14

Designations

• Chartered Financial Consultant

Other Names

• Jeremy H Meeks