Jon Edward Drinkwater

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

• 07/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 03/2020 → 10/2024
  Ameriprise Financial Services, Llc
  Palm Beach Gardens, FL
• 10/2024 → Present
  Lpl Financial
  Jupiter, FL

Previous Registrations

• 2008-07-22 → 2024-10-02
  Ameriprise Financial Services, Llc
  Aventura, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Jupiter, FL
• 2005-10-07 → 2008-07-28
  Ameriprise Advisor Services, Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2002-12-10 → 2005-11-02
  Ryan Beck & Co.
  Palm Beach Gardens, FL
• 2001-08-22 → 2002-11-21
  Morgan Stanley Dw Inc.
  North Palmbeach, FL

Other Businesses

1. 10/01/2024 - Drinkwater Wealth Management - DBA for LPL Business (entity for LPL business) - INV. Related - at reported business location(s) - started date 07/22/2024 - 173hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-18
• S63 Uniform Securities Agent State Law Examination
  1998-11-06

Designations

• Certified Financial Planner