Jaimie Kim Corcoran

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 01/2017
  Morgan Stanley Smith Barney
  Hunt Valley, MD
• 01/2015 → 01/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → Present
  Prudential Insurance Company Of America
  Hunt Valley, MD
• 01/2017 → 11/2024
  Pruco Securities, Llc.
  Hunt Valley, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  Hunt Valley, MD

Previous Registrations

• 2017-01-25 → 2024-11-14
  Pruco Securities, Llc.
  Hunt Valley, MD
  North Bethesda, MD
  Bel Air, MD
• 2011-09-14 → 2017-01-23
  Morgan Stanley
  Hunt Valley, MD

Other Businesses

1) 09/04/2024 - Financial Health Group, LLC - This is an incidental DBA for my business expenses - not securities related - Business Entity for Tax/Investment Purposes Only - Non Inv Related - At Hunt Valley, MD - Start Date 04/23/2020 - 1hrs/mth - 1hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-09-13

Designations

• Certified Financial Planner

Other Names

• Jaimie Kim Kornreich