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Jessica Lynn Catalan

LPl Financial LLC

Scottsdale, AZ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-27
  • TX RA
    APPROVED_RES
    Since 2023-06-27

Branch Locations

14362 N Frank Lloyd Wright Blv Ste 1390, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell And Reed, Inc. Scottsdale AZ 08/2010 Present
Various Insurance Carriers For W & R Insurance Agencies Scottsdale AZ 11/2010 Present
Lpl Financial Llc Scottsdale AZ 07/2021 Present
  • 08/2010 → Present
    Waddell And Reed, Inc.
    Scottsdale, AZ
  • 11/2010 → Present
    Various Insurance Carriers For W & R Insurance Agencies
    Scottsdale, AZ
  • 07/2021 → Present
    Lpl Financial Llc
    Scottsdale, AZ
Previous Registrations
  • 2011-03-08 → 2021-07-21
    Waddell & Reed
    San Mateo, CA
    Scottsdale, AZ
    Seattle, WA
    Scottsdale, AZ
    Las Vegas, NV
    Scottsdale, AZ
Other Businesses

9/2020 - DBA for LPL Business (entity for LPL business) - Emerald Wealth - Investment Related - Scottsdale, AZ 85260 2- 10/2020 / BNI / For-Profit Board Member / Non Investment Related / Phoenix, AZ 85050

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-07
  • S66 Uniform Combined State Law Examination
    2011-03-07
Other Names
  • Jessica Perez
  • Jessica Lynn Perez
  • Jessica Catalan

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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