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Jereme Dewayne Brisco

LPl Financial LLC

San Antonio, TX

CRD 4435339

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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 2016-07-18
  • TX RA
    APPROVED
    Since 2016-07-18

Branch Locations

17806 I-10 W Promenade 1 Ste 120, San Antonio, TX 78257 • 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
Jw Sports Memorabilia San Antonio TX 04/2016 Present
Lpl Financial Llc San Antonio TX 07/2016 Present
  • 04/2016 → Present
    Jw Sports Memorabilia
    San Antonio, TX
  • 07/2016 → Present
    San Antonio, TX
Previous Registrations
  • 2008-08-01 → 2016-07-29
    Usaa Financial Planning Services
    San Antonio, TX
    San Antonio, TX
    Norfolk, VA
  • 2007-10-31 → 2008-12-31
    San Antonio, TX
    San Antonio, TX
  • 2005-01-03 → 2007-10-31
    Usaa Financial Planning Services
    San Antonio, TX
    San Antonio, TX
  • 2002-08-28 → 2004-11-22
    San Antonio, TX
Other Businesses

1)7/18/16 - Genesis Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At reported business location(s) - start date 7/11/16 - 160 Hrs/Mth - 160 Hrs During Trading.- 100% 2)7/18/16 - JW Sports Memorabilia - Other - Business Owner - San Antonio, T Non Inv Rel - Start date 4/1/16 - 20 Hrs/Mth - 0 Hrs During Trading- 1% 3) 2/9/2017 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/01/2017 - 12 Hours Per Month/8 Hours During Securities Trading. 4) 06/18/2025 - Ford-Brisco Investments - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/01/2025 - 160 Hrs/Mth - 140 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-25
S63 Uniform Securities Agent State Law Examination 2001-08-13
  • S65 Uniform Investment Adviser Law Examination
    2002-04-25
  • S63 Uniform Securities Agent State Law Examination
    2001-08-13

View on SEC IAPD

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