Jennifer Lynn Green

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

• 10/2002 → Present
  Vantage Credit Union
  Bridgeton, MO
• 11/2007 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Bridgeton, MO

Other Businesses

1. 11/30/2007 - VANTAGE INVESTMENT SERVICES GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 7/8/2014 - LINDENWOOD UNIVERSITY - Investment Related - 11960 WESTLINE INDUSTRIAL DRIVE SUITE 260, ST. LOUIS MO 63141 - OUTSIDE/W-2 EMPLOYMENT - ADJUNCT INSTRUCTOR - START 07/10/2014 - 16 Hours Per Month/0 Hours During Securities Trading - CLASS ON INVESTMENTS, BUSINESS LAW AND CONSUMER FINANCE. 3. 10/31/2019 - Vantage Credit Union - Investment Related - At Reported Business Location(s) - Other-Manage credit union quality - Director of Quality Assurance - Started 06/01/2017 - 100 Hours Per Month During Securities Trading - Manage the quality of credit union practices and procedures and report to management.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-13
• S63 Uniform Securities Agent State Law Examination
  2002-01-22

Other Names

• Jennifer Lynn Green
• Jennifer Lynn Newman
• Jennifer Lynn Newman