Jennifer Jo Siefring

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

• 01/2015 → Present
  Lpl Financial Llc
  Casstown, OH
• 01/2015 → Present
  Js Wealth Advisors
  Casstown, OH

Previous Registrations

• 2012-03-14 → 2015-01-30
  Commonwealth Financial Network
  Dayton, OH
  Casstown, OH
• 2011-09-15 → 2012-04-04
  Lpl Financial Llc
  Dayton, OH
• 2011-03-22 → 2011-09-15
  U.S. Bancorp Investments, Inc.
  Beavercreek, OH
• 2010-07-20 → 2011-03-18
  Dean Investments
  Beavercreek, OH
• 2010-07-20 → 2011-03-18
  Dean Financial Services
  Beavercreek, OH
• 2006-10-30 → 2010-03-03
  Ubs Financial Services Inc.
  Miamisburg, OH
• 2006-05-26 → 2006-09-29
  The Huntington Investment Company
  Dayton, OH
• 2006-01-24 → 2006-04-11
  Equitable Advisors, Llc
  Cincinnati, OH

Other Businesses

1. 1/30/2015: NON-VARIABLE INSURANCE - J.S. WEALTH ADVISORS - INVESTMENT RELATED - TIME SPENT 5% - CASSTOWN, OH. 2. 1/30/2015: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - J.S. WEALTH ADVISORS - INVESTMENT RELATED - TIME SPENT 94% - CASSTOWN, OH. 3. 1/30/2015: OTHER - NOTARY PUBLIC - NOT INVESTMENT RELATED - TIME SPENT 1% - CASSTOWN, OH.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-04

Other Names

• Gibson
• Jennifer Jo Gibson
• Jennifer Jo Qvick
• Jennifer Qvick Siefring
• Jennifer Siefring