Jonathan David Lall

Current Employers

Employment History

• 12/2001 → 02/2017
  Waddell & Reed Inc
  Overland Park, KS
• 03/2002 → 02/2017
  Various Insurance Carriers For W & R Insurance Agencies
  Overland Park, KS
• 01/2015 → 02/2017
  Herman Lall
  Overland Park, KS
• 02/2017 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 02/2017 → 12/2017
  V Wealth Advisors Llc
  Overland Park, KS
• 01/2018 → Present
  Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management)
  Overland Park, KS

Previous Registrations

• 2017-02-16 → 2017-12-31
  V Wealth Advisors Llc
  Overland Park, KS
  Overland Park, KS
• 2002-05-03 → 2017-02-15
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS
  Shawnee, KS
  Overland Park, KS
  Overland Park, KS

Other Businesses

1. 1/16/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2018 - 30 Hours Per Month During Securities Trading - I provide administrative services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 1/16/2018 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2018 - 15 Hours Per Month/5 Hours During Securities Trading - I provide administrative services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 15 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 6/25/2018 - PCG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2018 - 10 Hours Per Month/10 Hours During Trading. 4. 6/26/2018 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:01/01/2018 - 160 Hours Per Month/130 Hours During Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Jan 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 6/26/2018 - PCG Wealth Advisors, LLC - DBA: PCG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:01/01/2018 - 160 Hours Per Month/130 Hours During Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Jan 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 3/16/2021 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/04/2020 - 2 Hours Per Month/1 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-01

Other Names

• Jonathan Lall