Jesse Lee Hilyard

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
OR	RA	APPROVED	2026-01-26

OR RA
APPROVED

Since 2026-01-26

Branch Locations

160 E California St, Jacksonville, OR 97530 • 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
Northwest Nazarene University	Nampa	AZ	08/2015	05/2019
Litha Ford Of Boise	Boise	ID	05/2019	02/2021
Butler Automotive/ Keifer Automotive Group	Medford	OR	02/2021	08/2022
Auto Boom	Scottsdale	AZ	08/2022	05/2025
Lewellyn Wealth	Medford	OR	06/2025	09/2025
Lpl Financial	Medford	OR	09/2025	Present

08/2015 → 05/2019

Northwest Nazarene University

Nampa, AZ
05/2019 → 02/2021

Litha Ford Of Boise

Boise, ID
02/2021 → 08/2022

Butler Automotive/ Keifer Automotive Group

Medford, OR
08/2022 → 05/2025

Auto Boom

Scottsdale, AZ
06/2025 → 09/2025

Lewellyn Wealth

Medford, OR
09/2025 → Present

Lpl Financial

Medford, OR

Other Businesses

1. 09/2025 - Lewellyn Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 120 Hour(s)/Month - 30 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/11/2025

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-23

S66 Uniform Combined State Law Examination

2026-01-23

View on SEC IAPD