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Jeffrey Bryan Jenkins

LPl Financial LLC

Westwood, KS

CRD 4462366

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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 2012-07-12
KS RA APPROVED 2004-05-03
  • TX RA
    APPROVED_RES
    Since 2012-07-12
  • KS RA
    APPROVED
    Since 2004-05-03

Branch Locations

1901 W 47Th Pl Ste 206, Westwood, KS 66205 • 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
Midwestern Financial Group Overland Park KS 09/2001 Present
Linsco/Private Ledger Corp. Overland Park KS 05/2004 Present
  • 09/2001 → Present
    Midwestern Financial Group
    Overland Park, KS
  • 05/2004 → Present
    Linsco/Private Ledger Corp.
    Overland Park, KS
Previous Registrations
  • 2003-01-09 → 2004-05-10
    Ws Griffith Securities, Inc.
    Overland Park, KS
Other Businesses

1. 5/6/2004 - DBA ONLY - MIDWESTERN FINANCIAL GROUP - OVERLAND PARK, KS. 2. 5/6/2004 - NON-VARIABLE INSURANCE - FIXED INSURANCE - OVERLAND PARK, KS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-19
  • S66 Uniform Combined State Law Examination
    2002-12-19

View on SEC IAPD

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