Jennifer Lynne Merrifield

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-05-08

AZ RA
APPROVED

Since 2026-05-08

Branch Locations

5504 W Bell Rd, Glendale, AZ 85308 • 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
Bmo Harris Bank N.A.	Chicago	IL	10/2002	01/2019
Bmo Harris Bank	Glendale	AZ	01/2019	Present
Lpl Financial Llc	Peoria	AZ	03/2021	Present

10/2002 → 01/2019

Bmo Harris Bank N.A.

Chicago, IL
01/2019 → Present

Bmo Harris Bank

Glendale, AZ
03/2021 → Present

Lpl Financial Llc

Peoria, AZ

Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Harris Bank - PEORIA, AZ 2) 04/26/2010 - Other-Notary - Jennifer Merrifield, Notary - Investment Related - 1 hour per month - PEORIA, AZ 3) 04/26/2010 - Financial Institution Duty - BMO Harris Bank - PEORIA, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-30
S63	Uniform Securities Agent State Law Examination	2019-04-30

S65 Uniform Investment Adviser Law Examination

2026-04-30
S63 Uniform Securities Agent State Law Examination

2019-04-30

Other Names

Jennifer Lynne Merrfield

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews