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Jessica Marie Boyer

LPl Financial LLC

Ogden, UT

CRD 2781950

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-21
UT RA APPROVED 2004-08-09
  • TX RA
    APPROVED
    Since 2025-01-21
  • UT RA
    APPROVED
    Since 2004-08-09

Branch Locations

252 Historic 25Th St #200, Ogden, UT 84401-2302 • 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
Lpl Financial, Llc Ogden UT 08/2004 Present
Previous Registrations
Other Businesses

1. 4/3/2014 - BOYER RETIREMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/26/2016 - Boyer Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/30/2016 - 0 Hours Per Month. 3. 1/24/2023 - Boyer Retirement Group leasing space to Jo Jos - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 06/01/2014 - 1 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-01
S63 Uniform Securities Agent State Law Examination 1996-08-12
  • S65 Uniform Investment Adviser Law Examination
    2001-02-01
  • S63 Uniform Securities Agent State Law Examination
    1996-08-12
Designations
  • Certified Financial Planner
Other Names
  • Jessica Marie Wiker
  • Jessica Marie Wilker
  • Jessica Marie Jacques

View on SEC IAPD

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