Jordan Andrew Brackman

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 07/2020 → 11/2024
  Pruco Securities, Llc.
  Minster, OH
• 01/2020 → Present
  Bowling Green State University
  Bowling Green, OH
• 08/2019 → 12/2019
  Cmc Group
  Bowling Green, OH
• 01/2019 → 08/2019
  Emerson Climate Technologies
  Sidney, OH
• 08/2018 → 12/2018
  Bowling Green State University
  Bowling Green, OH
• 05/2018 → 08/2018
  Bertke Builders Llc
  North Star, OH
• 08/2017 → 05/2018
  Mount St. Joseph University
  Cincinnati, OH
• 06/2013 → 08/2017
  Arrowhead Golf Course
  Minster, OH
• 01/2010 → 05/2017
  Minster Local Schools
  Minster, OH
• 11/2020 → Present
  Prudential Insurance Company Of America
  Minster, OH
• 11/2024 → Present
  Lpl Enterprise, Llc
  Minster, OH

Previous Registrations

• 2020-10-12 → 2024-11-14
  Pruco Securities, Llc.
  Columbus, OH
  Minster, OH

Other Businesses

1) 10/21/2024- Wealthpoint Healthcare LLC- Non-Variable Insurance- Owner - Manage agents- INV Related- At Minister, Ohio- Start Date 01/01/2024- 10 HRS MTH- 0 HRS During trading 2) 10/14/2024- Wealthpoint Properties LLC- Owner - Managing Real Estate- Owner - Managing Real Estate- INV Related- At Minister, Ohio- Start Date 07/01/2023- 10 HRS MTH- 0 HRS During trading 3) 10/04/2024- WealthPoint Financial Services- Business Entity For Tax/Investment Purposes Only- Owner - Administrative- INV Related- At Minister, Ohio- Start Date- 01/01/2023- 20 HRS MTH- 0 HRS During Trading 4) 10/04/2024- Southwest Auglaize County Chamber of Commerce- Non-Profit Board Member- Board Member - Planning events and making board decisions- INV Related- At Minister, Ohio- Start Date 05/01/2024- 4 HRS MTH- 2 HRS During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-12-05

Other Names

• Jordan Andrew Brackman
• Jordan Brackman