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Jill Hankel

LPl Financial LLC

San Diego, CA

Jefferson, IA

CRD 7346878

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-10-03
  • IA RA
    APPROVED
    Since 2023-10-03

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Jefferson, IA • 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
Peoples Trust Savings Bank Jefferson IA 06/2020 01/2024
Bank Of The West Boone IA 08/2018 06/2020
Macdonald Insurance Jefferson IA 04/2017 08/2018
Dupont-Pioneer Johnston IA 10/2007 03/2017
Lpl Financial Jefferson IA 03/2021 01/2024
Lpl Financial Llc San Diego CA 01/2024 Present
  • 06/2020 → 01/2024
    Peoples Trust Savings Bank
    Jefferson, IA
  • 08/2018 → 06/2020
    Bank Of The West
    Boone, IA
  • 04/2017 → 08/2018
    Macdonald Insurance
    Jefferson, IA
  • 10/2007 → 03/2017
    Dupont-Pioneer
    Johnston, IA
  • 03/2021 → 01/2024
    Lpl Financial
    Jefferson, IA
  • 01/2024 → Present
    Lpl Financial Llc
    San Diego, CA
Other Businesses

1) 01/05/2024- Central Christian Church - Church/Pastor -Non Inv. Related - Jefferson, IA 50129 - 0-2hrs/mth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2023-01-30
  • S65 Uniform Investment Adviser Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2023-01-30
Other Names
  • Jill Marie Mckim
  • Jill Marie Hankel

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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