Jerathen Levon Tillman

Current Employers

Employment History

• 04/2007 → 11/2016
  Wells Fargo Advisors Llc
  Davidson, NC
• 11/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Davidson, NC
• 12/2021 → 08/2024
  Wells Fargo Advisors Financial Network, Llc
  Davidson, NC
• 08/2024 → Present
  Lpl Financial Llc.
  Davidson, NC

Previous Registrations

• 2021-12-09 → 2024-08-14
  Wells Fargo Advisors Financial Network, Llc
  Davidson, NC
• 2011-12-22 → 2021-11-26
  Wells Fargo Clearing Services, Llc
  West Palm Beach, FL
  Boca Raton, FL
  West Palm Beach, FL
  North Palm Beach, FL
  Boca Raton, FL
  Fort Lauderdale, FL
  Boca Raton, FL
  Davidson, NC
  Boca Raton, FL
  Charlotte, NC

Other Businesses

1) 06/24/2024 - 4Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2021 - 160 Hr/Mth 2) 06/24/2024 - COAST 2 COAST WEALTH MANAGEMENT LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 160 Hr/Mth 3) 06/24/2024 - J3C Legacy, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 08/2022 4) 06/24/2024 - JTNC Holdings LLC - Real Estate Rental - Inv Rel - Huntersville, NC - Start: 01/2016 - 1 Hr/Mth 5) 02/04/2026 - Point Forth Tax Planning LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 15 hours per month/ 5 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-10-07
• S63 Uniform Securities Agent State Law Examination
  2007-07-09

Designations

Other Names

• Jerathan L Tillman
• Jerathen Tillman
• Jerathen L Tillman
• Jerathen Levon Tillman
• Jay Tillman
• Jay Levon Tillman