Jeremiah George Dellas

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

• 01/2010 → 07/2021
  Kids Rock Cancer
  Town & Country, MO
• 01/2015 → 07/2021
  Endangered Wolf Center
  Eureka, MO
• 01/2015 → 07/2021
  Lindenwood School Of Business Board
  Saint Charles, MO
• 02/2016 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Manchester, MO
• 02/2016 → 07/2021
  Waddell & Reed, Inc
  St Louis, MO
• 01/2015 → 07/2021
  Lindenwood University
  St Charles, MO
• 05/2016 → 07/2021
  Aloha Ventures Llc
  St Louis, MO
• 06/2020 → 07/2021
  Stl Wealth Lp
  O'FAllon, MO
• 07/2021 → Present
  Lpl Financial Llc
  Saint Louis, MO

Previous Registrations

• 2016-02-01 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Saint Louis, MO
• 2011-12-22 → 2016-02-03
  Fifth Third Securities, Inc.
  Weldon Springs, MO
  St. Peters, MO
  O'FAllon, MO
  St. Charles, MO
  St. Louis, MO
  St. Louis, MO
  University City, MO
• 2009-10-23 → 2011-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Clayton, MO
  Charlotte, NC
  Tampa, FL
  Chesterfield, MO
  Indianapolis, IN
  Princeton, NJ
  Chesterfield, MO
  Chicago, IL
• 2009-09-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chesterfield, MO
  Tampa, FL
• 2006-12-20 → 2009-05-13
  Ubs Financial Services Inc.
  Chesterfield, MO
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

1. 12/9/2021 - Jeremiah Dellas - DBA: Heirloom Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/03/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 12/22/2021 - Guardian St. Louis #35 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/23/2021 - 1 Hour Per Month During Securities Trading. 3) 07/10/2025 - Wonkie - Investment Related - Real Estate Rental -St Louis, MO - Start Date:07/07/2025 - 4 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  2004-09-27

Other Names

• Jeremiah G Dellas
• Jeremiah G. Dellas