Jeffery Patrick Hebert

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

• 04/2016 → 11/2017
  Ubs Financial Services
  Phoenix, AZ
• 11/2017 → Present
  Modernize Wealth
  Chandler, AZ
• 11/2017 → 04/2024
  Kestra Investment Services, Llc
  Chandler, AZ
• 11/2017 → 05/2024
  Kestra Private Wealth Services, Llc
  Chandler, AZ
• 05/2024 → Present
  Lpl Financial
  Chandler, AZ

Previous Registrations

• 2022-12-01 → 2024-05-02
  Kestra Advisory Services, Llc
  Chandler, AZ
  Austin, TX
• 2021-07-07 → 2023-01-11
  Kestra Private Wealth Services, Llc
  Chandler, AZ
  Austin, TX

Other Businesses

1. 04/09/2024- Modernize Wealth- DBA for LPL Business (entity for LPL business)- At Report Business Location (s)- Inv Rel 2. 04/09/2024- Modernize wealth LLC- Business Entity For Tax/Investment Purposes Only- AZ 85224- Non Inv Rel- 200 hr per mnth- 8 hrs during trading- start date 04/03/2024

Exams

• S66 Uniform Combined State Law Examination
  2021-05-27

Other Names

• Jeffrey P Hebert
• Jeffrey Patrick Hebert