Jan Francis Jumet

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

• 04/2010 → Present
  Lpl Financial Llc
  Darlington, PA
• 06/2016 → Present
  Western Wealth Management, Llc
  Darlington, PA

Previous Registrations

• 2010-08-17 → 2016-07-05
  Gallacher Capital Management, Llc
  Lone Tree, CO
  Darlington, PA

Other Businesses

1) 8/18/2017 - Jumet Financial, LLC - investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start 9/01/2017 - 1200 Hrs Month/130 Hrs DuringSecTrading. 2) 8/23/2017 - Western Wealth Advisors - investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start 8/21/2017 - 0 Hrs Per Month. 3) 8/29/2017 - Western Wealth Management, LLC - DBA: Jumet Financial, LLC - investment related - At reported business location(s) - Registered Investment Advisor DBA - start 9/1/2017 - 160 Hrs Per Month/6 Hrs DuringSecTrading - I provide investment advisory services through Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in August 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 1/3/2019 - No Business Name - Investment Related - Beaver Falls, PA 15010 - Real Estate Rental - Start 12/28/2018 - 2 Hrs Per Month/0 Hrs DuringSecTrading - A two story, 7,700 square feet building for commercial and residential use. 5) 6/9/2021 - No Business Name - Investment Related - Beaver Falls, PA 15010 - Real Estate Rental - Start 6/15/2021 - 10 Hrs Per Month/0 Hrs DuringSecTrading - Use the space for charitable offices, business offices, or for other business purposes. 6) 11/3/2021 - Zoppetti 69th LLC - Investment Related - 621 7th Avenue, Beaver Falls, PA 15010 & Beaver Falls, PA 15010 - Real Estate Rental - Start 6/15/2021 - 10 Hrs Per Month/0 Hrs DuringSecTrading. 7) 1/19/2022 - Zoppetti 69th Inc - Investment Related - Home Based & Beaver Falls, PA 15010 - Real Estate Rental - Start 3/1/2021 - 10 Hrs Per Month/0 Hrs DuringSecTrading. 8) 2/3/2022 - City of Beaver Falls - Not Investment Related - 715 15th Ave. Beaver Falls, PA 15010 - Non-Profit Board Member - Member/Waste Water Management Trust Committee - Start Date: 02/28/2022 - 5 Hrs Per Month/1 Hr DuringSecTrading. 9) 03/08/2022 - Western Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start 11/01/2020 - 175 Hrs Per Month/140 Hr DuringSecTrading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 175 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10) 05/12/2022 - Zoppetti 69th LLC - Investment Related - Beaver Falls, PA 15010 - Real Estate Rental- Start Date - 05/19/2022- 0 Hours Per Month/ 0 Hours During Securities Trading 11) 09/23/2022 - MCS Charitable Foundation - Not Investment Related - Act in a Fiduciary Capacity - Act in a Fiduciary Capacity - Trustee of a Charitable Trust - Start Date - 06/01/2022 - 20 Hours Per Month/1 Hours During Securities Trading. 12. 04/29/2025 - D & J Enterpises - Business Entity For Tax/Investment Purposes Only - Not Investment Related - PA, Beaver - 20 Hrs/Mth - 0 Hrs During Trading - Start Date:05/28/2025. 13) 09/12/2025 - Jumet Financial Tax Services - Investment Related - Tax Prep/Accounting/CPA - Beaver Falls, PA - Start Date:01/02/2026 - 10 Hrs/Mth - 5 Hrs During Trading. 14) 03/13/2026-D-Town Polo LLC-Owner-Real Estate Rental-Inv related-At Darlington, PA-Start date 03/16/2026-1hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-25
• S63 Uniform Securities Agent State Law Examination
  2001-08-06

Other Names

• Jan Francis Hommey