Jack Jeffrey Hall

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

• 04/1999 → 09/2019
  Rental Property - 42 & 46
  Ontario, OH
• 04/2013 → 12/2019
  Waddell & Reed, Inc
  Rancho Palos Verdes, CA
• 06/2013 → 12/2019
  Various Insurance Carriers For W&R Insurance Agencies
  Redondo Beach, CA
• 12/2019 → Present
  Lpl Financial Llc
  Redondo Beach, CA

Previous Registrations

• 2013-04-17 → 2019-12-13
  Waddell & Reed
  Redondo Beach, CA
  Torrance, CA
  Las Vegas, NV
• 2001-01-01 → 2013-01-25
  Pruco Securities, Llc.
  Mansfield, OH
  Fort Myers, FL
  Naples, FL
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  1999-12-07