Jean-Paul Ceballo

Current Employers

Employment History

• 11/2025 → Present
  Primerica Financial Services
  Port Charlotte, FL
• 06/2026 → Present
  Pfs Investments Inc.
  Port Charlotte, FL
• 08/2025 → Present
  Quantic School Of Business & Technology
  Washington, DC
• 10/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Punta Gorda, FL
• 01/2016 → 09/2019
  Venice Toyota/Honda
  Venice, FL
• 03/2022 → 06/2022
  Wells Fargo Bank, Na
  Punta Gorda, FL
• 04/2015 → 11/2017
  Princeton University
  Princeton, NJ
• 11/2021 → 11/2023
  Walgreens Inc.
  Port Charlotte, FL
• 06/2023 → 09/2023
  Trifound Advisory, Llc
  Fort Myers, FL
• 10/2023 → 11/2023
  Prudential Financial
  Sarasota, FL
• 03/2024 → 07/2024
  Equitable Advisors, Llc
  Fort Myers, FL
• 07/2024 → 08/2024
  Farther Finance Advisors
  Port Charlotte, FL
• 12/2024 → 03/2025
  Charles Schwab & Co., Inc.
  Sarasota, FL
• 09/2022 → 11/2024
  Quantic School Of Business & Technology
  Washington, DC
• 04/2025 → 08/2025
  Suncoast Credit Union
  Port Charlotte, FL
• 04/2025 → 08/2025
  Lpl Financial Llc
  Port Charlotte, FL

Previous Registrations

• 2025-04-02 → 2025-08-20
  Lpl Financial Llc
  San Diego, CA
  Port Charlotte, FL
  Port Charlotte, FL
• 2025-01-17 → 2025-03-10
  Charles Schwab & Co., Inc.
  Sarasota, FL
• 2024-07-22 → 2024-08-19
  Farther
  San Francisco, CA
  Port Charlotte, FL
• 2024-03-28 → 2024-07-24
  Equitable Advisors, Llc
  Fort Myers, FL
• 2023-11-15 → 2023-11-21
  Pruco Securities, Llc.
  Sarasota, FL
  Tampa, FL
• 2023-07-19 → 2023-09-29
  Vertis Wealth, Llc
  Fort Myers, FL
  Chicago, IL
  Fort Myers, FL
• 2022-04-01 → 2022-06-22
  Wells Fargo Clearing Services, Llc
  Coral Gables, FL
  Punta Gorda, FL
• 2020-02-28 → 2021-10-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Sarasota, FL
  Punta Gorda, FL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-26