Jeremy Caleb Mason

Current Employers

Employment History

• 02/2005 → Present
  Lpl Financial Llc
  East Lansing, MI
• 01/2005 → Present
  Michigan Financial Group
  East Lansing, MI
• 05/2015 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

(1) 11/11/2005: Michigan Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 09/25/2012: Retirement Legacy Group - Non-Variable Insurance DBA - DBA: Retirement Legacy Group - Investment Related - At Reported Business Location(s) - 5% Time Spent - Selling Life Insurance (3) 08/27/2013: Craft & Mason - Business Owner - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - Small Coffee Roasting Company. Co-owner and operator (4) 12/18/2014: Retirement Legacy Group Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 1400 Abbot Rd., Suite 300, East Lansing, MI 48823 - Start 11/26/2014 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - LPL related commissions and LPL related fees/trails (5) 08/13/2015: private advisor group LLC - Registered Investment Advisor DBA - DBA: (Hybrid) Retirement Legacy Group - Investment Related - 1400 Abbot Rd., Suite 300, East Lansing, MI 48823 - Start 05/01/2015 - 100 Hr/Mo; 100 Hour(s) During Securities Trading - Financial planning services, Portfolio Management for individuals and/or small businesses, Educational seminars/workshops. I am compensated for my advisory services by a percentage of assets under my management. IARs associated with my RIA are also securities-registered with LPL Financial. This RIA is also a DBA of my LPL business. (6) 08/13/2015: Private Advisor Group, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Private Advisor Group - Investment Related - 1400 Abbot Rd., suite 300, East Lansing, MI 48823 - Start 05/01/2015 - 120 Hr/Mo; 120 Hour(s) During Securities Trading - IAR, fixed fees (7) 09/01/2015: Michigan Financial Partners LLC - Real Estate Rental - Investment Related - 2260 E Saginaw St, East Lansing, MI 48823 - Start 08/12/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Rental Income (8) 09/14/2016: Retirement Legacy Group - DBA for LPL Business (entity for LPL business) - Investment Related - 2600 East Saginaw Hwy, East Lansing, MI 48823 - Start 09/08/2016 - 200 Hr/Mo; 130 Hour(s) During Securities Trading (9) 09/19/2016: Retirement Legacy Group Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 2260 East Saginaw Hwy, East Lansing, MI 48823 - Start 01/01/2016 - 0 Hr/Mo - LPL related fees/commissions. RIA related fees/comissions

Exams

• S66 Uniform Combined State Law Examination
  2010-10-29
• S63 Uniform Securities Agent State Law Examination
  2006-07-19