Jared Louis Best

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

• 03/2001 → 07/2021
  Waddell & Reed, Inc.
  Edmond, OK
• 08/2001 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Edmond, OK
• 07/2021 → Present
  Lpl Financial Llc
  Salina, KS

Previous Registrations

• 2021-07-21 → 2021-12-22
  Lpl Financial Llc
  Edmond, OK
  Edmond, OK
  Salina, KS
  Edmond, OK
• 2001-08-17 → 2021-07-21
  Waddell & Reed
  Casper, WY
  Greeley, CO
  Ft. Collins, CO
  Greeley, CO
  Edmond, OK
  Tulsa, OK
  Salina, KS
  Great Bend, KS
  Wichita, KS
  Edmond, OK
  Edmond, OK
  Edmond, OK

Other Businesses

1. 07/29/2021 - DBA for LPL Business (entity for LPL business) - Providence Financial Group - Investment Related - At reported business location(s) 2. 08/12/2025 - JBest - Business Entity For Tax/Investment Purposes Only - At reported business location(s) - Inv Rel - Start date 08/11/2025 - 160 hours per month/ 8 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-07-24

Other Names

• Jared Best