Jason Matthew Kirke

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

• 11/2005 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 09/2003 → Present
  Financial Partners Group
  West Des Moines, IA
• 02/2018 → Present
  Lpl Financial Llc
  West Des Moines, IA

Previous Registrations

• 2005-11-11 → 2018-02-14
  Invest Financial Corporation
  State Center, IA
  West Des Moines, IA
• 2003-09-22 → 2005-11-29
  1717 Capital Management Company
  State Center, IA
• 2000-08-29 → 2003-09-04
  Waddell & Reed
  Des Moines, IA

Other Businesses

1. 02/14/2018 - TEAM FINANCIAL, INC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/31/06 - 10-30 Hours Per Month/ During Securities Trading. 2. 02/14/2018 - FINANCIAL PARTNERS GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/31/06. 3. 05/30/2019 - Fifth of Brass Quintet - Not investment related - 327 Ruby Circle Ames, IA 50010 - Band - start date:01/01/2017 - 10 hrs/mo - 0 hrs during trading - Semi-professional musical performances as a freelance trumpet player. 4. 05/30/2019 - Ames Municipal Band - Not investment related - 515 Clark Ave Ames, IA 50010 - Band - start date:01/01/2007 - 5 hrs/mo - 0 hrs during trading - Semi-professional musical performances as a freelance trumpet player. 5. 05/30/2019 - Central Iowa Symphony - Not investment related - P.O. Box 1080 Ames, IA 50014-1080 - Band - start date:06/01/2010 - 5 hrs/mo - 0 hrs during trading - Semi-professional musical performance services as a freelance trumpet player. 6. 08/08/2022- Marshalltown Community School District - Not Investment Related- 212 W Ingledue St, Marshalltown, IA 50158- Outside/W-2 Employment - Start Date- 08/10/2022- 40 Hours Per Month/ 30 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-03
• S63 Uniform Securities Agent State Law Examination
  2000-06-15

Designations

• Certified Financial Planner