James Philip Wehrle

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

• 10/1998 → Present
  Salmin, Celona, Wehrle & Flaherty, Llp
  Rochester, NY
• 06/2011 → 02/2018
  Invest Financial Corporation
  Rochester, NY
• 02/2018 → Present
  Lpl Financial Llc
  Rochester, NY

Other Businesses

1. 5/2/2018 - LATTA ROAD ASSOCIATES LLC - Not Investment Related - Home Based - Real Estate Rental - Partner - Start Date: 01/01/2016 - 1 Hour Per Month During Securities Trading - Pays all the bills and does the accounting. 2. 5/2/2018 - FLAHERTY SALMIN CPAS - Investment Related - 1170 CHILI AVE, ROCHESTER, NY - Tax Prep/Accounting/CPA - Partner - Start Date: 1986 - 220 Hours Per Month/120 Hours During Securities Trading - Time Spent 90% - Tax Prep. 3. 5/29/2019 - Genrich Athletic Group, LLC - Investment Related - 557 Ridge Road East, Rochester, NY 14621 - Other-Rep's Business - Started 06/01/2019 - 2 Hours Per Month/1 Hour During Securities Trading - Rental from the operation of an indoor turf facility for various sports [soccer, lacrosse, baseball] and training\recreation activities. 4. 12/12/2022 - LATTA ROAD ASSOCIATES LLC - Investment Related - Home Based - Real Estate Rental = Partner - Start Date - 06/03/2019 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2001-01-15