Edward Jason Snoble

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

• 07/2014 → 01/2018
  Bmo Harris Financial Advisors
  Huntley, IL
• 01/2018 → Present
  Bmo Bank Na
  Naperville, IL
• 03/2021 → Present
  Lpl Financial Llc
  Naperville, IL

Previous Registrations

• 2019-05-23 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Chicago, IL
  Naperville, IL
  Naperville, IL
• 2014-08-07 → 2018-01-09
  Bmo Harris Financial Advisors, Inc.
  Huntley, IL
  Algonquin, IL
  Huntley, IL

Other Businesses

1) 04/15/2021 - DBA For LPL Business (entity for LPL Business) - BMO Investment Services - Investment Related - Naperville, IL 2) 04/15/2021 - Financial Institution Duty - BMO Bank NA - 160 Hours - Investment Related - Naperville, IL - Start Date 1/1/2018 3) 10/08/2025- Penguin Guitar Co, LLC- Other - Personal Business- Not INV Related- Home Based- Start date 05/01/2025- 40 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-06
• S63 Uniform Securities Agent State Law Examination
  2002-01-22

Other Names

• Edward J Snoble