Jason S Dillenbeck

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 04/2019
  Afa (Okc)
  Oklahoma City, OK
• 04/2019 → 11/2019
  Cintas First Aid And Safety
  Elkhart, IN
• 11/2019 → Present
  Notre Dame Federal Credit Union
  Notre Dame, IN
• 04/2021 → Present
  Lpl Financial Llc
  South Bend, IN

Other Businesses

1) 4/2021- Private Member Group- DBA for LPL Business (entity for LPL business)- Inv. Related- SOUTH BEND, IN - 100% 2) 04/14/2022 - Notre Dame Federal Credit Union - Investment Related - 1828 Moreau Dr,Notre Dame, IN 46556 - Financial Institution Duty -Private Client Banker - Start Date - 04/05/2021 - 80 Hours Per Month/ 80 Hours During Securities. 3) 11/01/2022 - Mission Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/05/2022 - 40 Hours Per Month/40 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-03
• S63 Uniform Securities Agent State Law Examination
  2014-07-03

Other Names

• Jason Scott Dillenbeck