Jason Robert Artof

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

• 05/2011 → 10/2022
  Wells Fargo Advisors Financial Network Llc
  Westlake Village, CA
• 11/2022 → Present
  Lpl Financial Llc
  Westlake Village, CA

Previous Registrations

• 2011-05-04 → 2022-11-07
  Wells Fargo Advisors Financial Network, Llc
  Westlake Village, CA
• 2009-06-01 → 2011-05-16
  Morgan Stanley
  Westlake Village, CA
• 2005-06-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

1)11/02/2022 - ARTIEA CAPITAL MANAGEMENT CORP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/02/2022 - ARTIEA CAPITAL MANAGEMENT 401K - Act in a Fiduciary Capacity - Inv Rel - At Reported Business Location(s) - Start: 07/2019 - 1 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2005-06-01

Designations

• Certified Financial Planner