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Jason Anthony Neyer

LPl Financial LLC

Roseville, CA

Sacramento, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-15
CA RA APPROVED 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2023-09-15
  • CA RA
    APPROVED
    Since 2021-07-21

Branch Locations

2530 Douglas Blvd Ste 130, Roseville, CA 95661-3990 • United States

Sacramento, CA • 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
Waddell & Reed, Inc Roseville CA 06/2012 07/2021
Various Insurance Carriers For W & R Insurance Agencies Sacramento CA 08/2012 07/2021
Calfire Sacramento CA 12/2017 03/2019
Lpl Financial Llc Roseville CA 07/2021 Present
  • 06/2012 → 07/2021
    Waddell & Reed, Inc
    Roseville, CA
  • 08/2012 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Sacramento, CA
  • 12/2017 → 03/2019
    Calfire
    Sacramento, CA
  • 07/2021 → Present
    Lpl Financial Llc
    Roseville, CA
Previous Registrations
  • 2012-12-12 → 2021-07-21
    Waddell & Reed
    Sacramento, CA
    Roseville, CA
    Seattle, WA
    Reno, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-11
  • S66 Uniform Combined State Law Examination
    2012-12-11

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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