Jack Michael Dehaven

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

• 05/2006 → 02/2021
  Astrazeneca Lp
  Wilmington, DE
• 02/2021 → Present
  Lpl Financial Llc
  Crown Point, IN

Other Businesses

1)02/23/2021 - Oak Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2021 - 160 Hr/Mth 2)02/23/2021 - Oak Partners Inc - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 02/2021 - 1 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2021-05-17

Other Names

• Jack Michael Dehaven
• Jack Dehaven