Jeffery Scott Bracewell

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

• 04/2012 → 09/2025
  Infinex Investments, Inc.
  Colonial Heights, VA
• 09/2025 → Present
  Virginia Asset Group
  Colonial Heights, VA
• 09/2025 → Present
  Lpl Financial Llc
  Colonial Heights, VA
• 12/2011 → 09/2025
  Primis Bank
  Glen Allen, VA
• 09/2025 → Present
  Primis Bank
  Colonial Heights, VA

Previous Registrations

• 2012-04-14 → 2025-09-05
  Osaic Institutions, Inc.
  Colonial Heights, VA
  Colonial Heights, VA
  Midlothian, VA
  Colonial Heights, VA
  Hopewell, VA
  Colonial Heights, VA
• 2007-02-21 → 2011-12-08
  Wells Fargo Clearing Services, Llc
  Hopewell, VA
  Richmond, VA
  Chesterfield, VA
  Richmond, VA

Other Businesses

1.09/05/2025; VIRGINIA INSURANCE AGENCY SOLUTIONS, INC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2020; 1hrs/mth; 0.5hrs during trading 2.09/05/2025; Primis Bank (formerly SonaBank); Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 12/28/2011; 160hrs/mth; 8hrs during trading 3.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name VIRGINIA ASSET GROUP; Investment Related; at Reported Business Location(s); Start Date 12/01/2025; 10hrs/mth; 10hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-02-14
• S63 Uniform Securities Agent State Law Examination
  1998-12-15

Other Names

• Jeffery Bracewell