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Krisha Anne Ashton

LPl Financial LLC

Oradell, NJ

CRD 7178816

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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
NJ RA APPROVED 2025-12-12
  • NJ RA
    APPROVED
    Since 2025-12-12

Branch Locations

800 Kinderkamack Rd.STe 100S, Oradell, NJ 07649 • 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 Toms River NJ 09/2014 10/2022
Morgan Stanley Smith Barney Llc Toms River NJ 10/2022 11/2025
Lpl Financial Llc Oradell NJ 12/2025 Present
  • 09/2014 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Toms River, NJ
  • 10/2022 → 11/2025
    Morgan Stanley Smith Barney Llc
    Toms River, NJ
  • 12/2025 → Present
    Lpl Financial Llc
    Oradell, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-15
  • S66 Uniform Combined State Law Examination
    2023-06-15
Other Names
  • Krisha Edwards
  • Krisha Ashton

View on SEC IAPD

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