Jeffrey Thomas Shepherd Lipschultz

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

• 05/2020 → Present
  Bmo Bank Na
  Chicago, IL
• 11/2018 → 05/2020
  Bank Of America
  Chicago, IL
• 08/2016 → 11/2018
  Greg Jareczek Insurance Agency
  Chicago, IL
• 02/2022 → Present
  Lpl Financial Llc
  Chicago, IL

Other Businesses

1) 01/24/2022 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/24/2022 - BMO Bank NA - Financial Institution Duties - Inv Rel - At Reported Business Location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-01
• S63 Uniform Securities Agent State Law Examination
  2022-02-26

Other Names

• Jeffrey Thomas Shepherd Lipschultz
• Jeff Lipschultz
• Jeffrey Thomas She Lipschultz