Jennifer Melissa Desanto

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

• 02/2015 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2015 → Present
  Logix Fcu
  Chatsworth, CA
• 02/2018 → Present
  Lpl Financial Llc
  Porter Ranch, CA

Previous Registrations

• 2015-02-11 → 2018-02-14
  Invest Financial Corporation
  Porter Ranch, CA
  Westlake Village, CA
  Chatsworth, CA
• 2012-09-27 → 2014-10-08
  Raymond James & Associates, Inc.
  Westlake Village, CA
• 2007-05-29 → 2011-06-07
  Citigroup Global Markets Inc.
  Glendale, CA
  Encino, CA
  Canoga Park, CA
  Jacksonville, FL
  Glendale, CA
  Canoga Park, CA
  Sherman Oaks, CA
  North Hollywood, CA
  North Hollywood, CA
  Los Angeles, CA
  Woodland Hills, CA
• 2006-03-07 → 2007-05-29
  Citicorp Investment Services
  Woodland Hills, CA
• 2004-07-12 → 2006-02-28
  United Planners' Financial Services Of America A Limited Partner
  Oxnard, CA
  Ventura, CA
• 2003-06-10 → 2004-03-19
  Sunamerica Securities, Inc.
  Camarillo, CA
• 2001-10-29 → 2003-05-14
  Ubs Financial Services Inc.
  Oxnard, CA

Other Businesses

1. 03/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/07/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/08/2018 - 20 Hours Per Month/1 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-20
• S63 Uniform Securities Agent State Law Examination
  2001-01-22

Other Names

• Jennifer Melissa Jones