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Jenny Jihyun Choe

LPl Financial LLC

Brea, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-21
MI RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • CA RA
    APPROVED
    Since 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

1 Pointe Dr., Ste 240, Brea, CA 92821 • 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
Foresters Financial Services Monrovia CA 12/2015 02/2018
Foresters Advisory Services Monrovia CA 03/2017 02/2018
Waddell & Reed, Inc Brea CA 02/2018 07/2021
Various Insurance Carriers For W&R Insurance Agencies Alhambra CA 02/2018 07/2021
Vartan Grigoryan Costa Mesa CA 02/2018 07/2021
Foresters Financial Monrovia CA 07/2015 02/2018
Lpl Financial Llc Brea CA 07/2021 Present
  • 12/2015 → 02/2018
    Foresters Financial Services
    Monrovia, CA
  • 03/2017 → 02/2018
    Foresters Advisory Services
    Monrovia, CA
  • 02/2018 → 07/2021
    Waddell & Reed, Inc
    Brea, CA
  • 02/2018 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Alhambra, CA
  • 02/2018 → 07/2021
    Vartan Grigoryan
    Costa Mesa, CA
  • 07/2015 → 02/2018
    Foresters Financial
    Monrovia, CA
  • 07/2021 → Present
    Lpl Financial Llc
    Brea, CA
Previous Registrations
  • 2018-02-23 → 2021-07-21
    Waddell & Reed
    Las Vegas, NV
    Irvine, CA
    Brea, CA
  • 2017-03-13 → 2018-02-27
    Foresters Advisory Services, Llc
    Monrovia, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-28
S63 Uniform Securities Agent State Law Examination 2015-08-13
  • S65 Uniform Investment Adviser Law Examination
    2017-02-28
  • S63 Uniform Securities Agent State Law Examination
    2015-08-13

View on SEC IAPD

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Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

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