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Jessica Danielle Sharr

LPl Financial LLC

Edina, MN

CRD 6095442

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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

AuthorityCategoryStatusDate
MN RA APPROVED 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21

Branch Locations

7701 France Ave S, Ste 400, Edina, MN 55435 • 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
Macy'S Bloomington MN 01/2001 02/2019
Waddell & Reed Inc Edina MN 11/2014 07/2021
Cynthia Castillo Bloomington MN 11/2014 07/2021
Various Insurance Carriers For W & R Insurance Agencies Apple Valley MN 09/2015 07/2021
Lpl Financial Llc Edina MN 07/2021 Present
  • 01/2001 → 02/2019
    Macy'S
    Bloomington, MN
  • 11/2014 → 07/2021
    Waddell & Reed Inc
    Edina, MN
  • 11/2014 → 07/2021
    Cynthia Castillo
    Bloomington, MN
  • 09/2015 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Apple Valley, MN
  • 07/2021 → Present
    Edina, MN
Previous Registrations
  • 2015-08-20 → 2021-07-21
    Waddell & Reed
    Savage, MN
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-13
  • S66 Uniform Combined State Law Examination
    2015-07-13

View on SEC IAPD

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