Jessica Watts Hamby

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

• 03/2009 → 10/2018
  Capitol Securities Management, Inc
  Richmond, VA
• 03/2022 → 05/2024
  Oyster Consulting Llc
  Glen Allen, VA
• 06/2024 → 05/2026
  Unemployed
  Glen Allen, VA
• 05/2026 → Present
  Lpl Financial
  Glen Allen, VA
• 10/2018 → 06/2019
  Unemployed
  Richmond, VA
• 06/2019 → 03/2022
  Hilltop Securities Independent Network Inc.
  Richmond, VA

Other Businesses

1. 05/2026 - Highland Partners Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related – 40 Hour(s)/Month – 40 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/26/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-14
• S65 Uniform Investment Adviser Law Examination
  2022-04-19
• S66 Uniform Combined State Law Examination
  2007-01-12

Other Names

• Jessica Lynn Watts
• Jessica Lynn Hamby