John David Jaicks

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

• 08/2007 → 06/2018
  Bruce A. Lefavi Securities, Inc.
  Salt Lake City, UT
• 01/2014 → 06/2018
  Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management
  Salt Lake City, UT
• 06/2018 → 07/2026
  S3 Retirement Planning A D/B/A Of Mgo One Seven
  Park City, UT
• 06/2018 → 07/2026
  International Assets Advisory Llc
  Park City, UT
• 07/2026 → Present
  Lpl Financial
  Park City, UT

Previous Registrations

• 2015-05-12 → 2018-06-04
  Lefavi Wealth Management
  Salt Lake City, UT
• 2007-08-27 → 2013-12-31
  Lefavi Wealth Management
  Salt Lake City, UT
• 2004-11-16 → 2007-08-20
  Ameriprise Advisor Services, Inc.
  Salt Lake City, UT
  Midvale, UT
• 2003-01-14 → 2004-11-16
  Stifel Independent Advisors, Llc
  Park City, UT

Other Businesses

1. 7/2026 - Silver Creek Wealth Management, LLC - Business Owner - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Park City UT 84098 - OBA Start date : 08/13/2018 2. 7/2026 - S3 Retirement Planning - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/6/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-02
• S63 Uniform Securities Agent State Law Examination
  1991-06-25

Designations

• Chartered Financial Consultant