Jeffrey Gash

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

• 12/1984 → 09/2017
  Jaco Electronics, Inc.
  Hauppauge, NY
• 04/2018 → 04/2024
  Primerica Financial Services
  Briarcliff Manor, NY
• 09/2020 → 04/2024
  Pfs Investments Inc.
  Briarcliff Manor, NY
• 04/2024 → Present
  Lpl Financial
  Sayville, NY
• 10/2017 → 04/2018
  Unemployed
  Hauppauge, NY

Other Businesses

1- 03/2024 / KM Capital / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading 2- 03/2024 / Non-Variable Insurance / Investment Related / 2 hrs mnth / 1 hrs during trading 3- 03/2024 / Jeffrey Gash Real Estate Rental / Investment Related / start date 01/01/1992

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-27
• S63 Uniform Securities Agent State Law Examination
  2020-11-12