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Jacob Ryan Gregson

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-02
SC RA APPROVED 2025-10-02
TX RA APPROVED 2025-10-02
  • NC RA
    APPROVED
    Since 2025-10-02
  • SC RA
    APPROVED
    Since 2025-10-02
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

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

Charlotte, NC • 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
The Vanguard Group, Inc. Charlotte NC 05/2020 08/2025
Rash's Tree Farm Boone NC 08/2016 08/2019
Harris Teeter Boone NC 05/2018 09/2018
Horton Hotel Boone NC 04/2019 09/2019
Appalachian State University Boone NC 08/2015 12/2019
Unemployed Sophia NC 01/2020 04/2020
Lpl Financial Llc Fort Mill SC 08/2025 Present
  • 05/2020 → 08/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2016 → 08/2019
    Rash's Tree Farm
    Boone, NC
  • 05/2018 → 09/2018
    Harris Teeter
    Boone, NC
  • 04/2019 → 09/2019
    Horton Hotel
    Boone, NC
  • 08/2015 → 12/2019
    Appalachian State University
    Boone, NC
  • 01/2020 → 04/2020
    Unemployed
    Sophia, NC
  • 08/2025 → Present
    Lpl Financial Llc
    Fort Mill, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2025-10-02
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14

View on SEC IAPD

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PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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