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Jared Ross Peyster

LPl Financial LLC

Port Jefferson, NY

Setauket, NY

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-17
NY RA APPROVED 2024-03-27
  • TX RA
    APPROVED
    Since 2024-07-17
  • NY RA
    APPROVED
    Since 2024-03-27

Branch Locations

646 Main St Ste 205, Port Jefferson, NY 11777 • United States

Setauket, NY • 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
Allstate Insurance Co Speonk NY 11/2014 Present
Lpl Financial Llc Port Jefferson NY 12/2022 Present
  • 11/2014 → Present
    Allstate Insurance Co
    Speonk, NY
  • 12/2022 → Present
    Lpl Financial Llc
    Port Jefferson, NY
Other Businesses

1) 11/22/2022 - Perennial Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
S63 Uniform Securities Agent State Law Examination 2012-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2012-09-13
Other Names
  • Jared Ross Peyster
  • Jared Peyster

View on SEC IAPD

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Other Offices

ST. JAMES INVESTMENT ADVISORS, LLC · PORT JEFFERSON, NY
MORGAN STANLEY · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Pt. Jefferson, NY
RUGGIERO INVESTMENTS · Port Jefferson, NY
LPL FINANCIAL LLC · PORT JEFFERSON, NY
EDWARD JONES · PORT JEFFERSON, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY

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