Jack Thomas Paulson

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

• 08/2019 → 01/2024
  Pruco Securities, Llc.
  Depere, WI
• 05/2014 → 01/2021
  Reflections Interiors (Tom Paulson)
  De Pere, WI
• 09/2014 → 05/2019
  University Of Wisconsin-Oshkosh
  Oshkosh, WI
• 02/2020 → 01/2024
  Prudential Insurance Company Of America
  Depere, WI
• 03/2024 → Present
  Johnson Financial Group Financial Advisors
  Green Bay, WI
• 03/2024 → Present
  Lpl Financial
  Green Bay, WI

Previous Registrations

• 2020-02-21 → 2024-01-30
  Pruco Securities, Llc.
  Wauwatosa, WI
  Appleton, WI
  Suite A #7, WI
  De Pere, WI

Other Businesses

1-03/11/2024 - JOHNSON FINANCIAL GROUP FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2- 05/09/2024 - Northeast Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/22/2024 - 50 Hours Per Month/ 50 Hours During Trading 3) 07/16/2025 - Johnson Financial Group-Trust Department - Not Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:07/03/2025 - 2 Hrs/Mth - 2 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-14

Other Names

• Jack Thomas Paulson
• Jack Paulson