Jeffrey Lawrence Hedberg

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

• 11/2011 → 09/2019
  Morgan Stanley
  West Hartford, CT
• 01/2015 → 09/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2017 → 09/2019
  Morgan Stanley
  Ft. Myers, FL
• 09/2019 → Present
  Sagepoint Financial, Inc.
  Newington, CT
• 04/2023 → Present
  Lpl Financial Llc
  Newington, CT

Previous Registrations

• 2019-09-10 → 2023-05-03
  Osaic Services, Inc.
  Fort Myers, FL
  Fort Myers, FL
  Newington, CT
  Bedford, NH
  Newington, CT
• 2011-11-28 → 2019-09-16
  Morgan Stanley
  West Hartford, CT
  West Hartford, CT
  Fort Myers, FL
  West Hartford, CT
• 2006-05-04 → 2011-11-30
  Osaic Wealth, Inc.
  Newington, CT
  New York, NY
  East Hartford, CT
• 2004-03-23 → 2006-04-28
  National Planning Corporation
  Newington, CT
  Waterbury, CT
• 2000-03-07 → 2004-03-22
  Voya Financial Advisors, Inc.
  Newington, CT

Other Businesses

1)04/2023 - Hedberg Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2019 - 8 Hr/Mth 2)04/2023 - Newington Financial, LLC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 0- Start: 11/2004 - 1 Hr/Mth 3)04/2023 - Dolphins 72 LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Ft Myers, FL - Start: 11/2021 - 160 Hr/Mth 4)04/2023 - ZJN Financial, LLC - Real Estate Rental - Business entity for real estate rental revenue - Non-Inv Rel - Ft Myers, FL - Start: 12/2022 - 1 Hr/Mth 5)04/2023 - Cape Harbour Capital, LLC - Real Estate Rental - Business entity for real estate rental revenue - Non-Inv Rel - Newington, CT - Start: 10/2010 - 1 Hr/Mth 6)04/2023 - Newington Development Associates - Real Estate Rental - Business entity for real estate rental revenue - Non-Inf Rel - Newington, CT - Start: 09/2004 - 2 Hr/Mth 7) 04/08/2025 - Jeffrey Hedberg "None" - Not Investment Related - Other - Trust & Will - At Reported Business Location(s) - Start Date: 04/01/2025 - 3 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-03
• S63 Uniform Securities Agent State Law Examination
  1993-07-29