Jeffery Eugene Herbek

Current Employers

Employment History

• 03/2007 → 09/2017
  Waddell & Reed Inc
  Boise, ID
• 05/2007 → 09/2017
  Various Insurance Carriers For W & R Insurance Agencies
  Boise, ID
• 01/2015 → Present
  Herbek Llc
  Boise, ID
• 04/2015 → 03/2019
  The Grotto Group Llc
  Star, ID
• 09/2017 → Present
  Lpl Financial, Llc
  Boise, ID
• 09/2017 → Present
  Good Life Advisors, Llc
  Boise, ID

Previous Registrations

• 2007-07-04 → 2017-09-21
  Waddell & Reed
  Eagle, ID
  Seattle, WA

Other Businesses

1. 9/18/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/18/2017 - 168 Hours Per Month During Securities Trading. 2. 9/18/2017 - Herbek, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2015 - 0 Hours Per Month - Time Spent 0% - Pass through entity. 3. 9/22/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/18/2017 - 168 Hours Per Month/9 Hours During Securities Trading - Time Spent 5%. 4. 9/25/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 9/18/2017 - 168 Hours Per Month/8 Hours During Securities Trading - Time Spent 5%. 5. 9/25/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/18/2017 - 168 Hours Per Month/8 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2017. I expect to spend approximately 168 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 10/29/2019 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/15/2019 - 5 Hours Per Month/0 Hours During Securities Trading - Life, Health, Disability, LTC, Fixed, Medicare Supplements, Home and Auto and Final Expense. 7. 01/17/2023 - Summit Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/01/2023 - 160 Hours Per Month/8 Hours During Securities Trading 8. 11/13/2024 - 3838 Pepperwood Rental - Real Estate Rental - Investment Related - Boise, Id - Start Date 05/30/2019 - 0 Hours Per Month/ During Trading 9. 12/26/2025 - Shamrock Rental - Real Estate Rental - Owner - Not Investment Related - Boise, ID - Start Date 01/01/2026 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-07-03

Other Names

• Jeffery Herbek
• Jeff Herbek