Kevin St Jean

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

• 08/2017 → 07/2023
  Td Bank N.A.
  Shirley, NY
• 05/2013 → 08/2017
  Suffolk Federal Credit Union
  Medford, NY
• 03/2021 → 07/2023
  Td Private Client Wealth Llc
  Melville, NY
• 07/2023 → 04/2024
  Lpl Financial Llc
  Babylon, NY
• 08/2023 → 04/2024
  Webster Bank/Financial Resources Group
  Babylon, NY
• 04/2024 → 03/2025
  J.P. Morgan Securities Llc
  Smithtown, NY
• 04/2024 → 03/2025
  Jpmorgan Chase Bank, N.A.
  Smithtown, NY
• 11/2017 → 01/2018
  Lyft
  Medford, NY
• 04/2025 → Present
  Teachers Federal Cu
  East Northport, NY
• 04/2025 → Present
  Lpl Financial Llc
  East Northport, NY

Previous Registrations

• 2024-04-25 → 2025-04-03
  J.P. Morgan Securities Llc
  Smithtown, NY
  Islandia, NY
• 2023-09-14 → 2024-04-29
  Lpl Financial Llc
  Babylon, NY
  Hauppauge, NY
• 2021-04-07 → 2023-07-28
  Td Private Client Wealth Llc
  Melville, NY
  New York, NY

Other Businesses

1. 03/19/2025- Notary- Inv Rel- Start Date 10/12/2013 2. 03/19/2025- Teachers Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reorted Business Location (s)

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-21
• S65 Uniform Investment Adviser Law Examination
  2021-04-07

Other Names

• Kevin Stjean
• Kevin St.JEan
• Kevin S Jean
• Kevin St Jean