Jeffrey James Lovett

Current Employers

Employment History

• 02/1997 → 05/2017
  Nationwide Insurance Company
  Columbus, OH
• 03/1997 → 05/2017
  Nationwide Securities, Inc
  Dublin, OH
• 08/2008 → 05/2017
  Nationwide Securities, Inc.
  Sterling Heights, MI
• 05/2017 → 11/2023
  Cfd Investments, Inc.
  Kokomo, IN
• 11/2023 → Present
  Lpl Financial Llc
  Shelby Twp, MI

Previous Registrations

• 2017-05-08 → 2023-11-27
  Creative Financial Designs, Inc.
  Imlay City, MI
  Kokomo, IN
  Clinton Township, MI
  Rochester, MI
  Imlay City, MI
• 2008-08-01 → 2015-12-31
  Nationwide Securities, Llc
  Sterling Heights, MI
  Imlay City, MI
• 2007-04-25 → 2008-08-01
  1717 Capital Management Company
  Sterling Heights, MI

Other Businesses

1) 11/2023 - Capstone Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 11/2023 - Jeffrey J Lovett Agency INC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Start date 02/01/1997 3) 11/2023 - Jeffrey J, Lovett / Non-Variable Insurance / Inv. Related / Start date 08/01/2017 - 4) 11/2023 - Eagle Rock Advisors, LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Start date 08/01/2017 5) 12/29/2025 - Clearview Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/19/2025 - 200 hours per month/ 100 hours during trading 6) 03/18/2026 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/09/2026 - 5 hours per month/ during trading 7) 04/02/2026 - Round Em Up Ranch Wedding Barn Venue - Other- Wedding Officiant - Not Investment Related - Clio, MI - Start Date 09/25/2027 - 5 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-09
• S63 Uniform Securities Agent State Law Examination
  1997-05-08