Jena Crawford

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

• 03/2010 → Present
  Esl Federal Credit Union
  Rochester, NY
• 11/2012 → Present
  Lpl Financial Llc
  Rochester, NY
• 05/2013 → Present
  Esl Investment Services, Llc
  Rochester, NY

Other Businesses

(1) 02/10/2016: Investment products and services are offered through LPL Financial LLC using the DBA/trade name ESL Investment Services, LLC - Investment Related - At Reported Business Location(s) - Start 02/01/2016 - 100 Hr/Mo; 8 Hour(s) During Securities Trading (2) 12/30/2021 - ESL Investment Services, LLC - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 10/1/2019 - 20 Hours Per Month/1 Hours During Securities Trading (3) 06/02/2023 - NJC Property Maintenance, INC - Not Investment Related - Hamlin, NY - Family Business - Part-Owner - Start Date 06/01/2023 - 4 Hours Per Month/ 0 During Securities Trading (4) 06/30/2026 - Crawford's Mobile Tires - Other - Check Depositor for Husband's Business - Not Investment Related - Hamlin, NY - Start Date 06/25/2026 - 1 hour per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-09
• S63 Uniform Securities Agent State Law Examination
  2013-04-02

Designations

• Chartered Financial Consultant

Other Names

• Jena Truelson
• Jena Elizabeth Truelson