Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-18
  • PA RA
    APPROVED
    Since 2026-08-18

Branch Locations

1690 Sumneytown Pike Suite 250, Lansdale, PA 19446 • United States

1690 Sumneytown Pike Suite 250, Lansdale, PA 19446 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
OrganizationCityStateFromTo
Paychex Inc Norristown PA 07/2014 12/2016
Paychex Securities Corporation Norristown PA 07/2014 12/2016
Edward Jones St Louis MO 03/2018 02/2022
Jetpay Center Valley PA 12/2016 03/2018
Piaa Mechanicsburg PA 12/2017 Present
Cambridge Investment Research, Inc. Fairfield IA 02/2022 08/2026
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2022 08/2026
Lpl Financial Llc Lansdale PA 08/2026 Present
  • 07/2014 → 12/2016
    Paychex Inc
    Norristown, PA
  • 07/2014 → 12/2016
    Paychex Securities Corporation
    Norristown, PA
  • 03/2018 → 02/2022
    St Louis, MO
  • 12/2016 → 03/2018
    Jetpay
    Center Valley, PA
  • 12/2017 → Present
    Piaa
    Mechanicsburg, PA
  • 02/2022 → 08/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2022 → 08/2026
    Fairfield, IA
  • 08/2026 → Present
    Lansdale, PA
Previous Registrations
Other Businesses

1. 08/2026 - Insurance Agent - Non-Variable Insurance - Inv Related – 8 Hour(s)/Month – 8 Hour(s) During Trading – Lansdale, PA, 19446 – OBA Start Date: 05/01/2022 2. 08/2026 - PIAA - Coach/ Sports/ Fitness - Not Inv Related – 10 Hour(s)/Month – 2 Hour(s) During Trading – Schwenksville, PA, 19473 – OBA Start Date: 12/01/2017 3. 08/2026 - Conte Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/18/2026 4. 08/2026 - Insurance Agent - Non-Variable Insurance - Inv Related – 8 Hour(s)/Month – 8 Hour(s) During Trading – Lansdale, PA, 19446 – OBA Start Date: 07/15/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-11
S63 Uniform Securities Agent State Law Examination 2014-09-02
  • S66 Uniform Combined State Law Examination
    2018-06-11
  • S63 Uniform Securities Agent State Law Examination
    2014-09-02
Other Names
  • Jeffrey E Pascoe
  • Jeffrey Edward Pascoe
  • Jeffrey Pascoe

View on SEC IAPD

More in Lansdale, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor