Jared Wieland Anderson

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

• 07/2010 → Present
  Lpl Financial Llc
  Nashua, NH
• 03/2019 → 09/2024
  Broad Street Planning, Llc
  Nashua, NH

Previous Registrations

• 2019-05-21 → 2024-11-22
  Broad Street Planning, Llc
  Nashua, NH
• 2006-01-18 → 2010-07-23
  Mml Investors Services, Llc
  Nashua, NH
  Nashua, NH

Other Businesses

1. 12/30/2010: NON-VARIABLE INSURANCE - NON VARIABLE INSURANCE SALES. - TIME SPENT 10% - NASHUA, NH. 2. 09/19/2024 - LME Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/25/2024 - 200 Hours Per Month/ During Trading 3) 04/09/2025 - LME Insurance Agency - Investment Related - Insurance Agency - At Reported Business Location(s) - Start Date:03/19/2025 - 10 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-30
• S63 Uniform Securities Agent State Law Examination
  2003-10-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant