Christopher Jay Edelman

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 → 04/2017
  Raymond James Financial Services, Inc.
  Fairlawn, OH
• 03/2009 → 04/2017
  Raymond James Financial Services Advisors, Inc.
  Fairlawn, OH
• 07/2017 → 03/2020
  Ameriprise Financial Services Inc
  Rocky River, OH
• 03/2020 → 09/2024
  Ameriprise Financial Services, Llc
  Rocky River, OH
• 09/2024 → Present
  Lpl Financial Llc
  Rocky River, OH

Previous Registrations

• 2017-07-07 → 2024-10-03
  Ameriprise Financial Services, Llc
  Rocky River, OH
  Strongsville, OH
  Bay Village, OH
• 2009-06-22 → 2017-04-13
  Raymond James Financial Services Advisors, Inc
  Medina, OH
  Fairlawn, OH
  Westlake, OH
• 2007-07-19 → 2009-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  North Olmsted, OH
• 2005-11-08 → 2006-06-05
  Morgan Stanley Dw Inc.
  West Lake, OH

Other Businesses

1 - 08/19/2024 - Aria Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2005-11-07

Other Names

• Christopher Jay Edelman
• Chrostopher Edelman
• Christopher Edelman
• Christopher J Edelman