Jessica Norris Callaham

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

• 02/2015 → Present
  Lpl Financial
  Atlanta, GA

Other Businesses

1-06/2022 / Karen Lee and Associates, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HR MNTH & 40 HR During Trading / Atlanta, GA 2-06/02/2022 - Jessica Callaham - Investment Related - Home Based - Other - Notary - Start Date - 6/2/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading - Time Spent 1%.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-31