Jeffrey Robert Huber

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

Authority	Category	Status	Date
OH	RA	APPROVED	2025-10-30

OH RA
APPROVED

Since 2025-10-30

Branch Locations

8194 Liberty Way, West Chester, OH 45069 • 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

Organization	City	State	From	To
Toyota Motor Manufacturing North America	Plano	TX	12/1997	01/2025
Stevens Investment Group	West Chester	OH	07/2025	Present
Retirement / Study	The Colony	TX	02/2025	06/2025
Lpl Fianacial Llc	West Chester	OH	07/2025	Present

12/1997 → 01/2025

Toyota Motor Manufacturing North America

Plano, TX
07/2025 → Present

Stevens Investment Group

West Chester, OH
02/2025 → 06/2025

Retirement / Study

The Colony, TX
07/2025 → Present

Lpl Fianacial Llc

West Chester, OH

Other Businesses

1. 07/2025 - Stevens Investment Group, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour/Month - 0 Hour During Trading - At Reported business location(s) - OBA Start Date: 7/16/2025

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-29

S66 Uniform Combined State Law Examination

2025-10-29

View on SEC IAPD