Jesse Allen Uhlorn

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2022-08-31
TX	RA	APPROVED	2022-08-31

ID RA
APPROVED

Since 2022-08-31
TX RA
APPROVED

Since 2022-08-31

Branch Locations

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cetera Advisor Networks Llc	El Segundo	CA	09/2013	08/2022
Lpl Financial Llc	Boise	ID	08/2022	Present

09/2013 → 08/2022

Cetera Advisor Networks Llc

El Segundo, CA
08/2022 → Present

Lpl Financial Llc

Boise, ID

Previous Registrations

2016-01-26 → 2022-09-01

Cetera Wealth Services, Llc

Fife, WA

Boise, ID
2002-07-18 → 2003-05-14

Waddell & Reed

Mountain Home, ID

Other Businesses

1) 8/2022- Jesse Uhlorn - Non-Variable Insurance- Agent selling Term Life, Indexed Universal Life, Disability- inv. related- Boise, ID - start date 6/20/2012- 4hrs/mth 2) 06/06/2025 - JESSE UHLORN - Investment Related - Real Estate Rental - St. McCall ID - Start Date:11/21/2011 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-12-16
S63	Uniform Securities Agent State Law Examination	2012-06-04

S65 Uniform Investment Adviser Law Examination

2015-12-16
S63 Uniform Securities Agent State Law Examination

2012-06-04

View on SEC IAPD