Adam John Jurewicz

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

• 07/2013 → 02/2024
  Ameriprise Financial Services, Inc.
  Columbia, SC
• 02/2024 → Present
  Lpl Financial Llc
  Summerville, SC

Previous Registrations

• 2013-07-10 → 2024-02-23
  Ameriprise Financial Services, Llc
  Columbia, SC
  Lexington, SC
• 2007-11-08 → 2013-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Spartanburg, SC
  Hartford, CT
  Greenville, SC
  Southbury, CT
  New Haven, CT
  Greenville, SC
  Charlotte, NC
• 2003-02-18 → 2006-05-26
  Morgan Stanley Dw Inc.
  Greenville, SC

Other Businesses

1) 01/23/2024 - Jurewicz Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month. 2) 06/28/2024 - Blueway Management Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 06/10/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-09
• S63 Uniform Securities Agent State Law Examination
  1998-12-30

Other Names

• Adam Jurewicz