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Jason Robert Edmond

LPl Enterprise, LLC

Porter Ranch, CA

Sherman Oaks, CA

CRD 5492612

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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:

Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14

Branch Locations

Porter Ranch, CA • United States

15303 Ventura Boulevard Suite 1550, Sherman Oaks, CA 91403 • 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
Farmers Insurance Group Granada Hills CA 10/2007 12/2023
Farmers Financial Solutions Mission Hills CA 08/2013 12/2023
The Prudential Insurance Co. Of America Sherman Oaks CA 03/2024 Present
Pruco Securities, Llc Sherman Oaks CA 03/2024 11/2024
Jason Edmond Insurance Agency Northridge CA 10/2007 03/2024
The Prudential Insurance Co. Of America Porter Ranch CA 06/2024 Present
Lpl Enterprise, Llc Sherman Oaks CA 11/2024 Present
  • 10/2007 → 12/2023
    Farmers Insurance Group
    Granada Hills, CA
  • 08/2013 → 12/2023
    Farmers Financial Solutions
    Mission Hills, CA
  • 03/2024 → Present
    The Prudential Insurance Co. Of America
    Sherman Oaks, CA
  • 03/2024 → 11/2024
    Sherman Oaks, CA
  • 10/2007 → 03/2024
    Jason Edmond Insurance Agency
    Northridge, CA
  • 06/2024 → Present
    The Prudential Insurance Co. Of America
    Porter Ranch, CA
  • 11/2024 → Present
    Sherman Oaks, CA
Previous Registrations
Other Businesses

1) 11/14/2024- Jason Edmond Insurance Agency- Non-Variable Insurance- Health Insurance Sales- INV Related- Sherman Oaks, CA- Start Date 01/01/2007- 5hrs/mth- 2hrs during trading 2) 11/14/2024- Jason Edmond Insurance Agency- Property and Casualty- Property & Casualty Insurance Sales & Service- INV Related- Sherman Oaks, CA- Start Date 01/01/2007- 60hrs/mth- 40hrs during trading 3) 12/05/2025-Lifetime Navigators-Consultant-Other-Inv Related-At Porter Ranch, CA-Start date 11/19/2025-10hrs/mth-5hrs/mth during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-10
S63 Uniform Securities Agent State Law Examination 2008-07-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-10
  • S63 Uniform Securities Agent State Law Examination
    2008-07-17
Other Names
  • Jason Robert Edmond
  • Jason Edmond

View on SEC IAPD

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