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Jennifer Lyn Johnson

LPl Financial LLC

Crystal Lake, IL

Farmington Hills, MI

CRD 4406225

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-29
IL RA APPROVED 2018-10-19
  • TX RA
    APPROVED_RES
    Since 2025-07-29
  • IL RA
    APPROVED
    Since 2018-10-19

Branch Locations

413 E Terra Cotta Ave, Crystal Lake, IL 60014 • United States

31731 Northwestern Hwy Ste 151W, Farmington Hills, MI 48334 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bergeland & Hubbard Crystal Lake IL 09/1998 10/2018
Cetera Advisor Networks Llc El Segundo CA 01/2013 10/2018
Lpl Financial, Llc Crystal Lake IL 10/2018 Present
  • 09/1998 → 10/2018
    Bergeland & Hubbard
    Crystal Lake, IL
  • 01/2013 → 10/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2018 → Present
    Crystal Lake, IL
Previous Registrations
  • 2009-10-05 → 2018-10-29
    Cetera Wealth Services, Llc
    Crystal Lake, IL
  • 2005-10-14 → 2005-12-31
    Cetera Wealth Services, Llc
    Crystal Lake, IL
Other Businesses

1. 10/19/2018 - EXEMPLAR ADVISOR SERVICES/ FOR-PROFIT BOARD MEMBER/ NOT INVESTMENT RELATED / Start Date 03/2015 - Time Spent 1%/ CRYSTAL LAKE, IL 2. 10/19/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC/ BOARD MEMBER/ INVESTMENT RELATED / Start Date 09/2015 - Time Spent 0%/ ST CHARLES, IL 3. 10/19/2018 - EXEMPLAR ACCOUNTING AND TAX ADVISORS/ TAX PREP, ACCOUNTING, CPA/ INVESTMENT RELATED/ At Reported Business Location(s) - Start Date 01/01/2014 - 4. 10/19/2018 - EXEMPLAR ADVISOR SERVICES/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ At Reported Business Location(s) - Start Date 03/2015 - 50 hours during trading 5. 10/19/2018 - JENNIFER JOHNSON/ NON-VARIABLE INSURANCE/Investment Related - At Reported Business Location(s) - Start Date 06/16/2016 6. 10/19/2018 - EXEMPLAR ACCOUNTING AND TAX ADVISORS/ FOR-PROFIT BOARD MEMBER/ INVESTMENT RELATED/ At Reported Business Location(s) - Start Date 01/01/2014 - Time Spent 1% 7. 9/8/2021 - Financial Servicenter of Delaware, Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2021 - 8 Hours Per Month During Securities Trading. 8. 11/01/2022 - Exemplar Financial Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 160 Hours Per Month/80 Hours During Securities Trading. 9. 11/10/2023 - Exemplar Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2021 - 4 Hours Per Month/ During Trading 10. 12/16/2025 - Exemplar Advisor Services S.D., LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/28/2020 - 50 hours per month/ during trading 11. 12/16/2025 - Exemplar Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2021 - 30 hours per month/ during trading 12. 01/23/2026 - Financial Service Center of Delaware, LLC D/B/A Financial ServiCenter - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 2 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-21
  • S66 Uniform Combined State Law Examination
    2003-10-21
Other Names
  • Jennifer Lyn Stickney

View on SEC IAPD

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