Jordan Darnell Ellerbe

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

• 08/2016 → 12/2016
  Liberty Mutual
  Boston, MA
• 01/2017 → 05/2019
  Bentely University
  Waltham, MA
• 03/2012 → 10/2019
  Smith & Wollensky Atlantic Wharf
  Boston, MA
• 06/2019 → 04/2023
  The Bulfinch Group
  Needham, MA
• 07/2020 → 01/2026
  Park Avenue Securities
  Miami Beach, FL
• 06/2019 → 01/2026
  Guardian Life Insurance Company
  Miami Beach, FL
• 01/2026 → Present
  Lpl Financial Llc
  Miami, FL

Previous Registrations

• 2020-11-24 → 2026-01-30
  Park Avenue Securities Llc
  Needham, MA
  Tampa, FL
  Miami Beach, FL
  Coral Gables, FL

Other Businesses

1) 12/03/2025 - LRB WEALTH STRATEGIES LLC / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 167 Total Hours per month - 135 Total Hours per month during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-10-28

Other Names

• Jordan D Ellerbe