Jennifer Mouser Capell

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

• 07/2016 → 07/2017
  Signator Investors, Inc.
  Mt Vistory, OH
• 10/2017 → 05/2023
  Avantax Investment Services, Inc.
  Mount Victory, OH
• 02/2009 → 05/2023
  Rush Creek Financial
  Mount Victory, OH
• 10/2017 → 05/2023
  Avantax Insurance Agency, Llc
  Mount Victory, OH
• 05/2023 → Present
  Lpl Financial Llc
  Marysville, OH
• 05/2023 → Present
  Honda Federal Credit Union
  Marysville, OH

Previous Registrations

• 2020-12-23 → 2023-05-23
  Avantax Advisory Services
  Mount Victory, OH
  Dallas, TX

Other Businesses

1) 5/2023 - MEMBERS Financial Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 5/2023 - Rush Creek Financial Ltd. / Non-Variable Insurance / Investment Related / Start date 06/01/2015 - 1 Hrs per month 3) 5/2023 - Rush Creek Financial, Ltd. / Tax Prep/Accounting/CPA / Investment Related / Start date 05/15/2016 4) 5/2023 - Notary / Investment Related / Start date 04/01/2016 - 1Hr per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-23
• S63 Uniform Securities Agent State Law Examination
  2016-08-26

Designations

• Certified Financial Planner

Other Names

• Jennifer Mouser
• Jennifer Dawn Mouser
• Jennifer Dawn Mouser-Capell