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Jeffrey Scott Blancq

LPl Enterprise, LLC

Irvine, CA

CRD 6613034

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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 Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
TX RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2024-11-14

Branch Locations

2102 Business Center Dr Suite 229, Irvine, CA 92612 • 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
Nylife Securities, Llc Irivne CA 12/2016 08/2023
New York Life Insurance Co Irvine CA 02/2016 08/2023
Eagle Strategies Llc Huntington Beach CA 10/2020 08/2023
Axiom Financial & Insurance Solutions Huntington Beach CA 02/2021 08/2023
The Prudential Insurance Company Of America Irvine CA 08/2023 Present
Pruco Securities, Llc Irvine CA 08/2023 11/2024
Lpl Enterprise, Llc Irvine CA 11/2024 Present
  • 12/2016 → 08/2023
    Nylife Securities, Llc
    Irivne, CA
  • 02/2016 → 08/2023
    New York Life Insurance Co
    Irvine, CA
  • 10/2020 → 08/2023
    Huntington Beach, CA
  • 02/2021 → 08/2023
    Axiom Financial & Insurance Solutions
    Huntington Beach, CA
  • 08/2023 → Present
    The Prudential Insurance Company Of America
    Irvine, CA
  • 08/2023 → 11/2024
    Irvine, CA
  • 11/2024 → Present
    Irvine, CA
Previous Registrations
Other Businesses

1) 02/05/2025 - Cal Choice - Non-Variable Insurance - Brokering out Health Insurance to companies - INV Related - At Orange, CA - Start Date 02/06/2025 - 10hrs/mth - 10hrs During Trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 3) 08/25/2025-Marsh McLennan-Insurance agent-Non-Variable Insurance-Inv related-At Irvine, CA-Start date 08/25/2025-4hrs/mth-4hrs/mth during trading 4) 06/02/2026-A Blancq Canvas Wealth Management-Founder Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/30/2026-50hrs/mth-26hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S66 Uniform Combined State Law Examination
    2020-10-01
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
Other Names
  • Jeffrey Blancq

View on SEC IAPD

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