Jefferey M. Cappelle

Current Employers

Employment History

• 01/2009 → Present
  Cappelle Accounting, Llc
  Tampa, FL
• 01/2011 → 07/2024
  Osaic Wealth, Inc.
  Turnersville, NJ
• 08/2011 → 06/2020
  Investment Advisors Asset Management, Llc
  Easton, PA
• 07/2024 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2019-09-11 → 2024-07-04
  Osaic Wealth, Inc.
  Tampa, FL
• 2011-08-25 → 2020-06-30
  Investment Advisors Asset Management, Llc
  Easton, PA
  Turnersville, NJ

Other Businesses

1) 06/07/2024 - Cappelle Accounting, LLC - Tax Prep/Accounting/CPA - Small business accounting - Managing Member - NJ 08012 - Investment related - 100 Hours per month - Start date: 09/08/2008. 2) 06/07/2024 - Investment Advisors Financial Group (IAFG) - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 06/07/2024 - JSC Family Holdings, LLC - Real Estate Rental - NJ 08221 & NJ 0826 - Investment related - 8 Hours per month - Start date: 12/31/2022. 4) 06/07/2024 - Cappelle Wealth LLC - Non-Variable Insurance - Selling: Fixed Annuities and Life Insurance - Investment related - 2 Hours per month - Start date: 01/08/2013. 5) 06/07/2024 - Cappelle Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 70 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-20

Other Names

• Jeff Cappelle
• Jefferey Michael Cappelle