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Jessica Lynn Schulberg

LPl Financial LLC

Eagan, MN

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
VA RA APPROVED 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21
  • VA RA
    APPROVED
    Since 2021-07-21

Branch Locations

2600 Eagan Woods Dr, Ste 440, Eagan, MN 55121 • 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
Waddell & Reed, Inc. Eagan MN 07/2002 07/2021
Various Insurance Carriers For W & R Insurance Agencies Prior Lake MN 04/2003 07/2021
Business Networking International Edina MN 10/2013 07/2021
Irish Group Inc Bloomington MN 01/2015 07/2021
Lpl Financial Llc Eagan MN 07/2021 Present
  • 07/2002 → 07/2021
    Waddell & Reed, Inc.
    Eagan, MN
  • 04/2003 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Prior Lake, MN
  • 10/2013 → 07/2021
    Business Networking International
    Edina, MN
  • 01/2015 → 07/2021
    Irish Group Inc
    Bloomington, MN
  • 07/2021 → Present
    Lpl Financial Llc
    Eagan, MN
Previous Registrations
  • 2013-12-16 → 2021-07-21
    Waddell & Reed
    Bloomington, MN
    Savage, MN
    Eagan, MN
Other Businesses

1/2015 - DBA for LPL Business (entity for LPL business) - The IRISH Group - Investment Related - Eagan, MN 55121

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-13
S63 Uniform Securities Agent State Law Examination 2003-05-17
  • S65 Uniform Investment Adviser Law Examination
    2014-06-13
  • S63 Uniform Securities Agent State Law Examination
    2003-05-17
Other Names
  • Jessica Lynn Rosen
  • Jessica Schulberg

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
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OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
CASTLE ROCK FINANCIAL PLANNING, INC.
AVANTAX PLANNING PARTNERS, INC.

Other Investors

BLAINE ROBERT JOERGER
MICHAEL B HOFFMAN
Benjamin Uphoff
Jeremy Scott Babcock
Rebecca Ann Anderson
MICHAEL MERLE ERPELDING
MATTHEW PAUL ANAGNOSTOU
STEVEN LEE SMALLIDGE

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MENDOTA HTS, MN
FOUNDATIONS INVESTMENT ADVISORS LLC · MENDOTA HEIGHTS, MN
CETERA INVESTMENT ADVISERS LLC · MENDOTA HEIGHTS, MN
LPL FINANCIAL LLC · MENDOTA HEIGHTS, MN
EDWARD JONES · Eagan, MN
OSAIC WEALTH, INC. · Eagan, MN
COMMONWEALTH FINANCIAL NETWORK · Mendota Heights, MN
CASTLE ROCK FINANCIAL PLANNING, INC. · MENDOTA HEIGHTS, MN

More in Eagan, MN

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