Jeffrey Joseph Portman

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2021-07-21
TX	RA	APPROVED_RES	2021-07-21

MO RA
APPROVED

Since 2021-07-21
TX RA
APPROVED_RES

Since 2021-07-21

Branch Locations

11960 Westline Industrial Blvd Ste 235, St Louis, MO 63146 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Do Rite General Contracting	Maryland Heights	MO	10/2000	07/2021
Creve Coeur Lions Club	Creve Coeur	MO	11/2002	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Maryland Heights	MO	04/2013	07/2021
Waddell & Reed, Inc	St Louis	MO	04/2013	07/2021
Holy Spirit Athletic Association	Maryland Heights	MO	11/2014	07/2021
Gemini Wealth Group	St Louis	MO	06/2020	07/2021
Lpl Financial Llc	St Louis	MO	07/2021	Present

10/2000 → 07/2021

Do Rite General Contracting

Maryland Heights, MO
11/2002 → 07/2021

Creve Coeur Lions Club

Creve Coeur, MO
04/2013 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Maryland Heights, MO
04/2013 → 07/2021

Waddell & Reed, Inc

St Louis, MO
11/2014 → 07/2021

Holy Spirit Athletic Association

Maryland Heights, MO
06/2020 → 07/2021

Gemini Wealth Group

St Louis, MO
07/2021 → Present

Lpl Financial Llc

St Louis, MO

Previous Registrations

2013-10-21 → 2021-07-21

Waddell & Reed

Edmond, OK

St Louis, MO

Overland Park, KS

Other Businesses

1) 07/2021 - DBA for LPL Business (entity for LPL business) / Gemini Wealth Group / Investment Related / At Reported Business Location(s) 2) 03/24/2026 - Guardian Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) -S tart Date 12/02/2025 - 3 hours per month/ 1 hour during trading 3) 05/22/2026 - Do-Rite General Contracting - Other - Not Investment Related - Bridgeton, MO - Start Date 12/22/2011 - 1 hour per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-10-17
S63	Uniform Securities Agent State Law Examination	2007-07-06

S65 Uniform Investment Adviser Law Examination

2013-10-17
S63 Uniform Securities Agent State Law Examination

2007-07-06

Other Names

Jeffrey Portman

View on SEC IAPD