Jackson Ruckman

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

• 05/2025 → Present
  Lpl Financial
  Edgewater, MD
• 07/2014 → 07/2017
  Central Middle School
  Edgewater, MD
• 07/2017 → 07/2021
  Mcdonogh School
  Owings Mills, MD
• 07/2021 → 05/2025
  High Point University
  High Point, NC

Other Businesses

1. 05/23/2025 - Wynn Point Financial, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 04/01/2025 - 160hrs/mnth 8 hrs during 2. 08/25/2025 - Ventura Harbor Wealth - Business Entity For Tax/Investment Purposes Only - Home Based - Not Inv Rel - Start Date 08/11/2025 - 5 hrs/mnth 1 hrs during 3. 10/13/2025 - Wynn Point Financial - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/01/2025 - 20 Hrs/Mth - 1 Hrs During Trading. 4.11/25/2025-St. Mary's High School- Coach/ Sports/ Fitness-Not Inv Related-At Annapolis, MD-Start date 09/01/2025-24hrs/mth-0hrs/mth during trading 5. 01/16/2026 - Breakfast Club Academy - Coach/ Sports/ Fitness - Not Investment Related - Davidsonville, MD - Start Date 01/15/2026 - 8 hours per month/ 0 hours during trading 6. 07/14/2026 - Total Focus Soccer - Coach/ Sports/ Fitness - Not Investment Related - Deale, MD - Start Date 07/20/2026 - 12 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-07-03