Jaimie Lynnette Morrison

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

Authority	Category	Status	Date
MO	RA	APPROVED	2022-04-14
TX	RA	APPROVED_RES	2022-04-14

MO RA
APPROVED

Since 2022-04-14
TX RA
APPROVED_RES

Since 2022-04-14

Branch Locations

Lees Summit, MO • 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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Overland Park	KS	01/2010	11/2016
Wells Fargo Clearing Services, Llc	Overland Park	KS	11/2016	04/2022
Lpl Financial	Lees Summit	MO	04/2022	Present

01/2010 → 11/2016

Wells Fargo Advisors Llc

Overland Park, KS
11/2016 → 04/2022

Wells Fargo Clearing Services, Llc

Overland Park, KS
04/2022 → Present

Lpl Financial

Lees Summit, MO

Previous Registrations

2010-01-07 → 2022-04-18

Wells Fargo Clearing Services, Llc

Overland Park, KS

Lees Summit, MO
2009-06-01 → 2010-01-20

Morgan Stanley

Overland Park, KS
2008-05-13 → 2009-06-01

Citigroup Global Markets Inc.

Kansas City, MO

Leawood, KS

Other Businesses

1- 04/2022 / DBA for LPL Business (entity for LPL business) / Carmack Capital Management / Investment Related / 160 Hrs Mnth & 8 Hrs During Trading / Lees Summit, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-07

S66 Uniform Combined State Law Examination

2008-05-07

Other Names

Jaimie Lynnette Willingham
Jaimie Lynnette Young

View on SEC IAPD