Jeffrey Edward Marsico

Current Employers

Employment History

• 06/2008 → 08/2023
  Minnesota Life Insurance Co
  St. Paul, MN
• 06/2008 → 08/2023
  Securian Financial Services, Inc
  St. Paul, MN
• 06/2008 → Present
  Wexco Financial Group
  Media, PA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Media, PA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Jakl Next Llc
  Chester Springs, PA
• 09/2025 → Present
  Jakl Ventures, Llc
  Chester Springs, PA

Previous Registrations

• 2012-03-02 → 2023-08-10
  Securian Financial Services, Inc.
  Media, PA
  St. Paul, MN

Other Businesses

1. *LIFE IS GRAND LLC, WEST DEPTFORD, NJ; INVEST RELATED; RENTAL REAL ESTATE; MEMBER; 08/2017-PRES; 1 HR/MO WITH 0 HRS/MO DURING TRADING HRS. 2. DSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: , Newark DE , United States DESCRIPTION: Agent/Broker 3. DSFG REAL ESTATE HOLDINGS, LLC POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2022 ADDRESS: 419 Harrison Drive, Hockessin DE 19707, United States DESCRIPTION: I'm a limited partner in this LLC to purchase a commercial building as a rental property. 4. WEXCO FINANCIAL GROUP, INC. POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 200 E. State St., Suite 303, Media PA 19063, United States DESCRIPTION: We only use Wexco as a landing spot to endorse our compensation from SFS, ML, DSFG commissions. Then, we pay our individual LLCs to pay ourselves w2 wages and sub-s distributions. No other activities occur in these companies, other than for tax purposes. 5. JEM ADVISORY, LLC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 200 E. State St., Suite 303, Media PA 19063, United States DESCRIPTION: I only use JEM as a final destination for my compensation. I pay myself w2 wages and sub-s distributions. No other activities occur in this company, other than for tax purposes. 6. NAME OF OTHER BUSINESS: DIAMOND STATE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2024, POSITION/TITLE/RELATIONSHIP: SENIOR PARTNER, EQUITY OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: DSFG REAL ESTATE HOLDINGS II, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PASSIVE INVESTOR, OFFICE BUILDING; 8. NAME OF OTHER BUSINESS: JAKL NEXT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RESIDENTIAL REAL ESTATE; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC TO HOLD RESIDENTIAL REAL ESTATE TO GENERATE RENTAL INCOME; 9. NAME OF OTHER BUSINESS: JAKL VENTURES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PASSIVE OWNERSHIP IN FAMILY ENTERTAINMENT CENTER IN DELAWARE.;

Exams

• S66 Uniform Combined State Law Examination
  2008-06-12