Jason Conrad Huntley

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

• 10/2006 → 07/2024
  Founders Financial Securities, Llc
  Timonium, MD
• 08/2024 → Present
  Lpl Financial Llc
  Brighton, MI

Previous Registrations

• 2010-09-24 → 2024-07-31
  Founders Financial Securities Llc
  Brighton, MI
  Towson, MD
  Brighton, MI
  Birghton, MI
  Towson, MD
  Towson, MD
  Towson, MD
  Brighton, MI

Other Businesses

1- 08/01/2024 / Solid Rock Wealth Advisor Co / Solid Rock Wealth Advisor Co / Non Inv Related / Home Based - 32 hrs mnth / 16 hrs during trading / start 04/22/2024 2- 08/01/2024 / Archer Huntley Financial Services, Inc. / Business Entity For Tax/Investment Purposes Only / Non Inv Related - At Reported Business Location(s)/ 32 hrs mnth / 2 hrs during trading / start 12/23/2002 3- 08/01/2024 / Archer Huntley Financial Service Inc. and Personally / Non-Variable Insurance / Inv Related - At Reported Business Location(s)/ 10 hrs mnth / 1 hrs during trading / start 9/29/1988 4- 08/01/2024 / COHOCTAH TOWNSHIP ZONING BOARD OF APPEALS / Township Government / Non INv Related - Fowlerville, MI / 2 hrs mth / start 7/21/2022 5- 08/01/2024 / Premier Financial Planning. LLC / DBA for LPL Business (entity for LPL business) / Inv Related / At Reported Business Location(s) / 32 hrs mnth / 8 hrs during trading / start 10/01/2023 6- 08/01/2024 / PRECINCT DELEGATE OF COHOCTAH TOWNSHIP / politics/government / Non Inv Related / Howell, MI - 2 hrs mnth / start 2/19/2014 7- 08/01/2024 / Jason & Heather Huntley Farm / Farm / Non Inv Related - Howell, MI / 2 hrs mnth / start 5/7/2021 8- 08/01/2024 / HUNTLEY REAL ESTATE HOLDINGS, LLC / Real Estate Rental / Non Inv Related / Howell, MI - 2 hrs mnth / 1 hr during trading / start 2/23/2011 9- 08/01/2024 / Little Eden Real Estate, LLC / Real Estate Rental / Non Inv Related / Fenton, MI - 2 hrs mnth / start 11/24/2015 10- 08/01/2024 / Archer Hutley Real Estate Holdings / Real Estate Rental / Non Inv Related / At Reported Business Location(s) - 2 hrs mnth / 1 hr during trading / start 5/17/2016 11- 02/04/2026 - Cohactah Zoning Board of Appeals - Other - Chairman - Not Investment Related - Fowlerville, MI - Start Date 01/28/2026 - 1 hour per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-03
• S63 Uniform Securities Agent State Law Examination
  1998-09-03

Designations

• Certified Financial Planner

Other Names

• Jason Conrad Huntley