Jennifer Nicole Overhoff

Current Employers

Employment History

• 01/2017 → 10/2017
  Creative Planning
  Monrovia, CA
• 03/2014 → 09/2016
  Sheaff Brock Investment Advisors, Llc
  Monrovia, CA
• 11/2017 → 08/2021
  Lpl Financial Llc
  Glendale, CA
• 02/2021 → 08/2021
  California Financial Partners
  Glendale, CA
• 07/2023 → 10/2023
  Lpl Financial Llc
  Covina, CA
• 09/2021 → 07/2023
  Bancwest Investment Services, Inc.
  Pasadena, CA
• 09/2023 → Present
  Tiaa
  Pasadena, CA
• 09/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
• 09/2016 → 01/2017
  Took Care Of Ailing Parent
  Los Angeles, CA

Previous Registrations

• 2023-07-19 → 2023-11-09
  Lpl Financial Llc
  Pasadena, CA
  San Dimas, CA
  Sierra Madre, CA
  Covina, CA
  Pico Rivera, CA
• 2021-09-29 → 2023-07-19
  Bancwest Investment Services, Inc.
  Covina, CA
  Sierra Madre, CA
  Pico Rivera, CA
  Pasadena, CA
  South Gate, CA
  San Dimas, CA
• 2021-04-16 → 2021-09-30
  California Financial Partners
  Glendale, CA
• 2018-09-26 → 2021-08-04
  Lpl Financial Llc
  Glendale, CA
• 2017-01-12 → 2017-10-18
  Creative Planning
  Monrovia, CA
  Overland Park, KS
• 2014-03-05 → 2016-09-16
  Sheaff Brock Investment Advisors, Llc
  Indianapolis, IN
• 2014-02-25 → 2014-02-28
  Grove Point Investments, Llc
  West Covina, CA
• 2011-12-15 → 2012-02-09
  Lpl Financial Llc
  Pasadena, CA
• 2009-02-02 → 2011-09-23
  Assetmark, Inc.
  Encino, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-21
• S65 Uniform Investment Adviser Law Examination
  2009-01-30

Other Names

• Jennifer N Macias
• Jennifer Nicole Rykert
• Jennifer Nicole Overhoff
• Jennifer Overhoff