Jeffrey Brent Lapidus

Current Employers

Employment History

• 09/2016 → Present
  Lpl Finanical Llc
  Clayton, MO
• 09/2016 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 11/2007 → 09/2016
  National Planning Corporation
  Clayton, MO
• 02/2006 → 09/2016
  Everbank
  Jacksonville, FL

Previous Registrations

• 2007-11-05 → 2016-09-30
  National Planning Corporation
  Tucson, AZ
  Clayton, MO
  El Segundo, CA
• 2003-08-08 → 2007-11-05
  Securities America Advisors, Inc.
  Clayton, MO
• 2002-10-08 → 2003-07-08
  Usa Financial Securities Llc
  Clayton, MO

Other Businesses

(1) 09/30/2016: JBL FINANCIAL SERVICES INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 09/30/2016 - No Time Spent (2) 09/30/2016: J B Lapidus & Company - Insurance Agency - Investment Related - At Reported Business Location(s) - Start 09/30/2016 - 30 Hr/Mo; 1 Hour(s) During Securities Trading; 10% Time Spent - sole owner. Fixed Annuities, Life, Health, Accident, Group employee benefits. (3) 11/03/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: (HYbrid) JBL FINANCIAL SERVICES INC - Investment Related - At Reported Business Location(s) - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 144 hours/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) 11/03/2016: Private Advisor Group - Registered Investment Advisor - DBA: (Hybrid) Private Advisor Group - Investment Related - 65 Madison Avenue, Ste. 300, Morristown, NJ 07960 - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/3/16. I expect to spend approximately 144 hours/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. (5) 1/25/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/01/2013 - 0 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-24
• S63 Uniform Securities Agent State Law Examination
  2001-03-19

Other Names

• Jeff Lapidus
• Jeffrey B Lapidus