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Jennifer Webster Young

LPl Financial LLC

Savannah, GA

CRD 7085986

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-01
  • GA RA
    APPROVED
    Since 2025-04-01

Branch Locations

25 Bull Street Suite 500, Savannah, GA 31401 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 10/2020 03/2025
Unemployed Savannah GA 06/2020 10/2020
American Cancer Society Savannah GA 08/2019 06/2020
Edward Jones Savannah GA 04/2019 06/2020
Senior Citizens Inc Savannah GA 10/2018 01/2019
Self Employed Savannah GA 12/2017 09/2018
On Q Pooler GA 05/2017 11/2017
Fidelity Bank Savannah GA 12/2016 05/2017
Self Employed Savannah GA 11/2013 11/2016
Bank Of America, N.A. Savannah GA 09/2023 03/2025
Lpl Financial Llc Savannah GA 03/2025 Present
  • 10/2020 → 03/2025
    Savannah, GA
  • 06/2020 → 10/2020
    Unemployed
    Savannah, GA
  • 08/2019 → 06/2020
    American Cancer Society
    Savannah, GA
  • 04/2019 → 06/2020
    Edward Jones
    Savannah, GA
  • 10/2018 → 01/2019
    Senior Citizens Inc
    Savannah, GA
  • 12/2017 → 09/2018
    Self Employed
    Savannah, GA
  • 05/2017 → 11/2017
    On Q
    Pooler, GA
  • 12/2016 → 05/2017
    Fidelity Bank
    Savannah, GA
  • 11/2013 → 11/2016
    Self Employed
    Savannah, GA
  • 09/2023 → 03/2025
    Bank Of America, N.A.
    Savannah, GA
  • 03/2025 → Present
    Savannah, GA
Previous Registrations
Other Businesses

1- 03/2025 / SOUTHSTATE Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
  • S66 Uniform Combined State Law Examination
    2022-07-25
Other Names
  • Jennifer Young
  • Jennifer Rebecca Webster

View on SEC IAPD

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