Jeffrey Alexander Stanek

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

Authority	Category	Status	Date
PA	RA	APPROVED	2025-07-10
TX	RA	APPROVED_RES	2025-07-10

PA RA
APPROVED

Since 2025-07-10
TX RA
APPROVED_RES

Since 2025-07-10

Branch Locations

Duncansville, PA • United States

322 Frankstown Rd, Altoona, PA 16602 • 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

Organization	City	State	From	To
Next	Patton	PA	05/2015	07/2025
Lpl Financial Llc	Altoona	PA	07/2025	Present

05/2015 → 07/2025

Next

Patton, PA
07/2025 → Present

Lpl Financial Llc

Altoona, PA

Previous Registrations

2016-11-16 → 2025-07-10

Next Financial Group, Inc.

Houston, TX

Houston, TX

Altoona, PA

Patton, PA

Duncansville, PA

Other Businesses

1 - 07/2025 - Figure It Out Baseball - Radio/TV/Podcast - Not Inv Related - 8 Hours/Month - Duncansville, PA - OBA Start Date: 02/08/2016. 2 - 07/2025 - Jeffrey A Stanek - Non-Variable Insurance - Inv Related - 2 Hours/Month - 2 Hours During Trading - Altoona, PA - OBA Start Date: 08/03/2015.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-16
S63	Uniform Securities Agent State Law Examination	2015-07-13

S65 Uniform Investment Adviser Law Examination

2016-11-16
S63 Uniform Securities Agent State Law Examination

2015-07-13

View on SEC IAPD