Cody Jess

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

• 02/2020 → 03/2026
  Edward Jones
  St Louis, MO
• 04/2019 → 01/2020
  Umpqua Bank
  Pullman, WA
• 11/2016 → 03/2019
  Jess Auto
  Omak, WA
• 08/2015 → 10/2016
  Jess Ford Of Pullman
  Pullman, WA
• 03/2026 → Present
  Purpose Point Wealth Management
  Fallbrook, CA
• 03/2026 → Present
  Lpl Financial
  Fallbrook, CA

Previous Registrations

• 2020-08-11 → 2026-03-24
  Edward Jones
  Fallbrook, CA
  Pullman, WA
  Pullman, WA
  St Louis, MO
  Pullman, WA
  Oceanside, CA
  Encinitas, CA

Other Businesses

1. 03/2026 - Purpose Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hour(s)/Month - 06 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/15/2026

Exams

• S66 Uniform Combined State Law Examination
  2020-08-09