Jason Michael Lindholm

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
MS	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2015-01-06

MS RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2015-01-06

Branch Locations

19017 Pineville Rd, Long Beach, MS 39560-4542 • 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
Lpl Financial, Llc	Long Beach	MS	12/2014	Present

12/2014 → Present

Lpl Financial, Llc

Long Beach, MS

Previous Registrations

2007-05-04 → 2014-12-05

Edward Jones

Long Beach, MS

Other Businesses

1. 12/04/2014 - LINDHOLM WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LONG BEACH, MS 2. 01/09/2026 - Prancing Poodle Pepper Company - Other - Owner - Not Investment Related - Home Based - Start Date 02/07/2026 - 25 hours per month/ 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-08

S66 Uniform Combined State Law Examination

2007-03-08

View on SEC IAPD

Employer firm

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

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