Jesse Michael Underwood

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

• 08/2021 → 01/2022
  First Command Brokerage Services
  Fort Worth, TX
• 07/1999 → 02/2022
  Us Army
  Fort Irwin, CA
• 01/2022 → 03/2026
  First Command Brokerage Service, Inc
  Fort Worth, TX
• 01/2022 → 03/2026
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2022 → 03/2026
  First Command Insurance Service, Inc.
  Fort Worth, TX
• 01/2018 → 03/2026
  Prometheus Performance
  Callaway, FL
• 04/2026 → Present
  Lpl Financial Llc
  Panama City, FL

Previous Registrations

• 2022-01-24 → 2026-04-14
  First Command Advisory Services
  Fort Worth, TX
  Panama City, FL
  Panama City, FL

Other Businesses

1. 03/2026 - Campfire Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 04/01/2026

Exams

• S66 Uniform Combined State Law Examination
  2022-01-07