Jeremy Evan Kester

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

• 12/2001 → 07/2021
  Waddell & Reed, Inc.
  Lincoln, NE
• 05/2002 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Lincoln, NE
• 07/2007 → 03/2018
  Missouri Valley Chapter
  Lincoln, NE
• 01/2013 → 03/2018
  Boy Scouts Of America/Cub Scouts-Cornhusker Council
  Walton, NE
• 10/2013 → 07/2021
  Capital Soccer Association
  Lincoln, NE
• 03/2018 → 07/2021
  I'D Rather Be Surfing, Llc
  Lincoln, NE
• 03/2018 → 07/2021
  Kj Partners Llc
  Lincoln, NE
• 07/2020 → 07/2021
  Capital Soccer Association
  Lincoln, NE
• 03/2021 → 07/2021
  Lincoln Pius X High School
  Lincoln, NE
• 07/2021 → Present
  Lpl Financial Llc
  Lincoln, NE

Previous Registrations

• 2002-05-06 → 2021-07-21
  Waddell & Reed
  Lincoln, NE
  Savage, MN
  Lincoln, NE

Other Businesses

1) 3/2018 - Business Entity For Tax/Investment Purposes Only - I'd Rather Be Surfing, LLC - Not Investment Related - 1% - Lincoln , NE 68516 2) 3/2018 - Business Entity For Tax/Investment Purposes Only - KJ Partners LLC - Not Investment Related - 1% - Lincoln , NE 68516 3) 01/22/2024 - Overland Wealth - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/1/2024 - 0 Hrs/Mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-26
• S63 Uniform Securities Agent State Law Examination
  2002-03-27

Designations

• Certified Financial Planner

Other Names

• Jeremy Kester