Jamie Jo Meisinger

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

• 06/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Santa Barbara, CA
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  Santa Barbara, CA
• 02/2021 → Present
  Lpl Financial, Llc
  Santa Barbara, CA

Previous Registrations

• 2014-10-01 → 2021-02-16
  Wells Fargo Clearing Services, Llc
  Santa Barbara, CA

Other Businesses

1)01/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - CVG WEALTH MANAGEMENT - INVESTMENT RELATED - SANTA BARBARA, CA 93101 2)12/8/2022 - Lone Madrone Winery - Not Investment Related - 5800 Adelaida Rd, Paso Robles, CA 93446 - Outside/W-2 Employment - bussing tables and polishing wine glasses - Start Date - 12/03/2022 - 10 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-10-01

Other Names

• Jamie Jo Monsler