Jeffrey Jon Ferry

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 11/2000 → 01/2025
  Pruco Securities, Llc.
  Lawrenceville, NJ
• 01/2025 → Present
  Lpl Enterprise
  Fort Mill, SC

Previous Registrations

• 2004-07-14 → 2024-12-06
  Pruco Securities, Llc.
  Ewing Twp, NJ
  Scottsdale, AZ
  Lawrenceville, NJ
  Phoenix, AZ
  Newark, NJ

Other Businesses

1) 03/04/2025- The Clark Group LLC- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 11/06/2000- 600hrs/mnth

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-06
• S63 Uniform Securities Agent State Law Examination
  2001-01-05