Jason Robert Speich

Current Employers

Employment History

• 09/2007 → Present
  Jason Speich Llc
  Madison, WI
• 03/2016 → Present
  Lpl Financial, Llc
  Madison, WI
• 07/2021 → Present
  Great Valley Advisor Group, Inc.
  Brookfield, WI

Previous Registrations

• 2007-06-15 → 2016-04-26
  Harbour Investments, Inc.
  Madison, WI
  Madison, WI
  Madison, WI

Other Businesses

1. 04/18/2016 - JASON SPEICH LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ MADISON, WI/ Start Date:9/21/2007 - 120 Hrs/Mth - 0 Hrs During Trading - 100%. 2. 08/17/2021 - NEXT LEVEL PLANNING AND WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/02/2021 - 180 Hours Per Month/180 Hours During Securities Trading. 3. 09/01/2021 - GREAT VALLEY ADVISOR GROUP, INC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/10/2021 - 80 Hours Per Month/80 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/3/2021 - Jason Speich LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/04/2005 - 1 Hour Per Month During Securities Trading - Life, Disability, Long Term Care. 5) 09/12/2025 - LadderLink - Not Investment Related - Other- Reps Business - Home Based - Start Date:06/15/2025 - 10 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-17

Other Names

• Jason Speich