Jennifer Lynn Martin

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

• 08/2016 → 07/2021
  Jackie Engel, Cfp
  Muskegon, MI
• 08/2016 → 07/2021
  Waddell & Reed, Inc
  Norton Shores, MI
• 01/2017 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Norton Shores, MI
• 03/2018 → 07/2021
  C & R Associates Llc
  Grand Rapids, MI
• 07/2021 → Present
  Lpl Financial Llc
  Norton Shores, MI

Previous Registrations

• 2016-10-26 → 2021-07-21
  Waddell & Reed
  Muskegon, MI
  Hamden, CT
  Norton Shores, MI

Other Businesses

1- 09/2019 / Other/ 4 HR MNTH / Investment Related / Norton Shores, MI 49441 2- 10/2017 / DBA for LPL Business (entity for LPL business) / Bridge Point Wealth Management / Investment Related / Kentwood, MI 49512

Exams

• S66 Uniform Combined State Law Examination
  2016-10-26

Other Names

• Jenny Lynn Martin