Jeffrey Miyahara

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

• 07/2019 → Present
  Edward Jones
  St Louis, MO
• 08/2015 → 07/2019
  California State University Fullerton
  Fullerton, CA
• 08/2016 → 07/2019
  Santiago Canyon College
  Orange, CA
• 08/2018 → 07/2019
  Rio Hondo College
  Whittier, CA
• 06/2010 → 05/2019
  Elite Educational Institute
  Rowland Heights, CA
• 03/2023 → Present
  Lpl Financial Llc
  Corona, CA

Previous Registrations

• 2019-10-01 → 2023-03-24
  Edward Jones
  Placentia, CA
  St Louis, MO
  Orange, CA
  Placentia, CA
  Orange, CA

Other Businesses

1) 03/03/2023 - JM Properties - Business Entity For Tax/Investment Purposes Only - Highland, CA 92346-4535 - Non investment related - 2 Hours per month - Start date: 12/13/2021. 2) 07/30/2024 - Verdugo Wealth Management, LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 12/08/2022 - 10 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-09-28

Other Names

• Jeffrey Miyahara
• Jeffrey Masao Miyahara