Jerimiah David Gildea

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

• 07/2015 → 03/2017
  Valic Financial Advisors
  Houston, TX
• 03/2017 → 08/2021
  Valic Financial Advisors
  Portland, OR
• 09/2021 → 04/2024
  Lincoln Financial Securities Corporation
  Beaverton, OR
• 04/2024 → Present
  Lpl Financial
  Beaverton, OR

Previous Registrations

• 2021-08-09 → 2024-04-02
  Osaic Fs, Inc.
  Canby, OR
  Beaverton, OR
• 2015-01-05 → 2021-08-12
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
  Portland, OR

Other Businesses

1- 03/2024 / Oregon Trail Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 01/23/2026 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date 01/16/2026 - 200 hours per month/ 150 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-16
• S63 Uniform Securities Agent State Law Examination
  2015-09-11

Other Names

• Gildea David Jerimiah