Jeffrey Lawrence Litel

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

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-04
TX	RA	APPROVED	2026-08-04

CA RA
APPROVED

Since 2026-08-04
TX RA
APPROVED

Since 2026-08-04

Branch Locations

74-989 California 111, Indian Wells, CA 92210 • United States

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

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2018	08/2026
Yucaipa-Calimesa Joint Unified School District	Yucaipa	CA	07/1999	09/2018
Lpl Financial Llc	Indian Wells	CA	08/2026	Present
Bmo Bank Na	Indian Wells	CA	08/2026	Present

09/2018 → 08/2026

Edward Jones

St Louis, MO
07/1999 → 09/2018

Yucaipa-Calimesa Joint Unified School District

Yucaipa, CA
08/2026 → Present

Lpl Financial Llc

Indian Wells , CA
08/2026 → Present

Bmo Bank Na

Indian Wells, CA

Previous Registrations

2018-11-16 → 2026-08-05

Edward Jones

Yucaipa, CA

St Louis, MO

Yucaipa, CA

Alta Loma, CA

Yucaipa, CA

Yucaipa, CA

Rancho Mirage, CA

Yucca Valley, CA

Coleridge, NE

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026