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Jared James Wells

LPl Financial LLC

Erie, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

410 Cranberry St Ste 200, Erie, PA 16507 • 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
Waddell & Reed, Inc. Erie PA 04/2005 07/2021
Various Insurance Carriers For W & R Insurance Agencies Girard PA 06/2005 07/2021
Fairview School District Fairview PA 11/2015 09/2017
Rose/Mastrey/Wells Llc Erie PA 06/2018 07/2021
Lpl Financial Llc Erie PA 07/2021 Present
  • 04/2005 → 07/2021
    Waddell & Reed, Inc.
    Erie, PA
  • 06/2005 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Girard, PA
  • 11/2015 → 09/2017
    Fairview School District
    Fairview, PA
  • 06/2018 → 07/2021
    Rose/Mastrey/Wells Llc
    Erie, PA
  • 07/2021 → Present
    Lpl Financial Llc
    Erie, PA
Previous Registrations
  • 2005-08-01 → 2021-07-21
    Waddell & Reed
    Erie, PA
    Erie, PA
    Pittsburgh, PA
    Hamden, CT
    Erie, PA
Other Businesses

1) 2005 - Non-Variable Insurance / Crump / Investment Related / 1Hr/mo / Erie, PA 16507

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-28
S63 Uniform Securities Agent State Law Examination 2005-06-08
  • S66 Uniform Combined State Law Examination
    2010-09-28
  • S63 Uniform Securities Agent State Law Examination
    2005-06-08
Designations
Other Names
  • Jared Wells

View on SEC IAPD

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Other Offices

WEDGEWOOD INVESTORS INC · ERIE, PA
EQUITABLE ADVISORS, LLC · ERIE, PA
UBS FINANCIAL SERVICES INC. · ERIE, PA
WELLS FARGO CLEARING SERVICES, LLC · ERIE, PA
GLADSTONE WEALTH PARTNERS · Erie, PA
MORGAN STANLEY · ERIE, PA
UBS FINANCIAL SERVICES INC. · ERIE, PA
GLADSTONE WEALTH PARTNERS · Erie, PA

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