Jennifer Sue Boyer

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

• 09/2001 → Present
  Linsco Private Ledger Corp
  Traverse City, MI

Other Businesses

1. 9/15/2011: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - ADVANCED FINANCIAL GROUP, INC. - ADMIN - INVESTMENT RELATED - TRAVERSE CITY, MI. 2. 9/19/2011: REAL ESTATE RENTAL - 2121 NORTH FOUR MILE ROAD, LLC - 7.5% OWNER OF OFFICE BUILDING THAT ADVANCED FINANCIAL GROUP, INC., THE DBA FOR THE LPL BRANCH OFFICE THAT I WORK FOR RENTS. THAT IS THE ONLY RENTAL PROPERTY THAT WE OWN. - INVESTMENT RELATED - TIME SPENT 1% - TRAVERSE CITY, MI. 3. 11/28/2012: OTHER-NOTARY - NOTARY PUBLIC IN THE STATE OF MICHIGAN, COUNTY OF MISSAUKEE. MY COMISSION EXPIRES APRIL 20, 2019. - NOT INVESTMENT RELATED - TIME SPENT 1% - TRAVERSE CITY, MI.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-14
• S63 Uniform Securities Agent State Law Examination
  2001-12-22

Other Names

• Jennifer Sue Ashley
• Jennifer Sue Root