Ariella Jochai

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

• 09/2018 → Present
  Lpl Financial Llc
  Clackamas, OR
• 05/2016 → 05/2018
  Lake Oswego Hunt
  Lake Oswego, OR
• 06/2018 → 12/2018
  Self Employed
  Portland, OR

Other Businesses

1) 04/16/2024 - Notary - OR 97015 - Investment related - 1 Hour per month - Start date: 03/19/2019. 2) 04/16/2024 - Seasons Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2024-09-07

Other Names

• Ari Jochai