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Jeffrey John Talarico

LPl Financial LLC

Kerrville, TX

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

2210 Bandera Hwy Suite H, Kerrville, TX 78028 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Kerrville TX 03/2012 06/2019
Lasalle St Securities Llc Kerrville TX 06/2019 08/2026
Lasalle St Investment Advisors Llc Kerrville TX 06/2019 08/2026
Lpl Financial Llc Kerrville TX 08/2026 Present
Previous Registrations
Other Businesses

1. 08/2026 - CTK Wealth - DBA for LPL Business (entity for LPL business) - INV REL- 140 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/11/2026 2. 08/2026 - Pro House - Real Estate Rental - INV REL- 08 Hrs/Mth - 00 Hrs During Trading - Kerrville, TX 78028 - OBA Start Date: 06/05/2026 3. 08/2026 - CTK Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL- 140 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/11/2026 4. 08/2026 - JCT Partners, LLC - Business Owner - INV REL- 10 Hrs/Mth - 00 Hrs During Trading - Kerrville, TX 78028 - OBA Start Date: 08/10/2015 5. 08/2026 - CTK Insurance Services - Non-Variable Insurance - INV REL- 10 Hrs/Mth - 10 Hrs During Trading - Kerrville, TX 78028 - OBA Start Date: 06/05/2026 6. 08/2026 - Hill Country Transformation Church dba Transformation Church - Non-Profit Board Member - Not INV REL- 15 Hrs/Mth - 00 Hrs During Trading - Kerrville, TX 78029 - OBA Start Date: 02/07/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-20
  • S66 Uniform Combined State Law Examination
    2007-04-20
Other Names
  • Jeff Talarico

View on SEC IAPD

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