Jennifer Dawn Detweiler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 05/2024
  Securities America, Inc.
  Doylestown, PA
• 07/2014 → 09/2019
  Strobel Financial
  Plymouth Meeting, PA
• 02/2021 → 05/2024
  Securities America Advisors
  Dublin, PA
• 05/2024 → Present
  Lpl Financial Llc
  Dublin, PA

Previous Registrations

• 2021-02-04 → 2024-05-08
  Securities America Advisors, Inc.
  Dublin, PA
• 2003-07-21 → 2004-10-20
  Sunamerica Securities, Inc.
  Wyomissing, PA
• 2002-10-15 → 2004-06-03
  Vist Capital Management
  Wyomissing, PA

Other Businesses

1) 04/25/2024 - ANDERSON WEALTH PLANNING - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/25/2024 - APPJAXX LLC - Outside/W-2 Employment - Bookkeeper/Back Office Support - PA 19440 - Non investment related - 8 Hours per month - Start date: 01/01/2018. 3) 05/07/2025 - My Adventure Rental PA, LLC - Not Investment Related - Shamokin, PA - Business Owner - Start Date:05/23/2025 - 3 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-17
• S63 Uniform Securities Agent State Law Examination
  2000-05-12
• S65 Uniform Investment Adviser Law Examination
  1999-12-28

Other Names

• Jennifer Dawn Johnson
• Jenny Detweiler