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Jennifer May Hatton

LPl Financial LLC

North Charleston, SC

Fort Mill, SC

CRD 5925857

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-09-26
  • SC RA
    APPROVED
    Since 2025-09-26

Branch Locations

North Charleston, SC • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
D.A. Davidson & Co. Wilmington NC 08/2013 09/2025
Lpl Financial Llc Fort Mill SC 09/2025 Present
Previous Registrations
  • 2019-01-23 → 2025-09-29
    D.A. Davidson & Co.
    Wilmington, NC
    Great Falls, MT
    Fort Mitchell, AL
    Awendah, SC
    Coeur D'ALene, ID
    Mount Pleasant, SC
Other Businesses

1) 9/10/2025- REAL ESTATE RENTAL - PROPERTY CO_OWNER - INV. RELATED- EUFAULA, AL - START DATE 6/1/2024- 1HRS/MTH - 0 DURING TRANDING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
  • S66 Uniform Combined State Law Examination
    2019-01-22
Other Names
  • Jennifer May Stewart
  • Jennifer S Hatton

View on SEC IAPD

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