Jason James Murphy

Current Employers

Employment History

• 06/2016 → Present
  Lpl Financial Llc
  Shelby Twp, MI
• 06/2016 → 12/2020
  Shield Financial Group, Llc
  Shelby Twp, MI

Previous Registrations

• 2012-10-01 → 2016-06-08
  J.P. Morgan Securities Llc
  Shelby Township, MI
  Sterling Heights, MI
  Troy, MI
• 2012-07-11 → 2012-10-01
  Chase Investment Services Corp.
  Shelby Township, MI
• 2006-11-13 → 2012-07-03
  Citizens Securities, Inc.
  Sterling Heights, MI
  Sterling Heights, MI
  Sterling Heights, MI
  Lake Orion, MI
  Shelby Township, MI
  Shelby Township, MI
  Johnston, RI
  Clinton Township, MI
  Okemos, MI

Other Businesses

1. 3/26/2019 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/25/2019 - 4 Hours Per Month/2 Hours During Securities Trading - Fixed insurance and LTC. 2. 11/5/2019 - Capstone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2019. 3. 11/11/2019 - KJBC - Investment Related - 20 HUDSON STREET - Real Estate Rental - Started 11/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 11/13/2019 - Capstone Wealth Management - DBA: cwmadvisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/08/2019 - 1 Hour Per Month During Securities Trading. 5. 1/27/2023 - True Choice Financial Group - Investment Related - 20 HUDSON STREET Oxford Mi 483715746, 24 Mile Road Shelby Township MI 48316 - Non-Variable Insurance - Start Date - 10/11/2022 - 4 Hours Per Month/2 Hours During Securities Trading 6. 06/09/2025 - ClearView Wealh Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/02/2025 - 40 Hours Per Month/40 Hours During Securities Trading 7. 07/17/2026 - Modern Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/13/2026 - 4 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-09-09