Donna Juanita Stoll

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

• 11/2013 → 08/2022
  Bank Of America Corporation/Merrill Lynch
  Cooper City, FL
• 08/2022 → 11/2024
  Charles Schwab & Co., Inc.
  Jacksonville, FL
• 04/2026 → Present
  Vystar Credit Union
  Jacksonville, FL
• 05/2026 → Present
  Lpl Financial Llc
  Jacksonville, FL
• 03/2025 → 04/2026
  Self Employed-Uber
  San Francisco, CA
• 11/2024 → 03/2025
  Unemployed
  Jacksonville, FL

Previous Registrations

• 2022-08-31 → 2024-12-14
  Charles Schwab & Co., Inc.
  Westlake, TX
  Jacksonville, FL
• 2013-11-22 → 2022-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Davie, FL
  Plantation, FL
  Fort Lauderdale, FL
  Oakland Park, FL
  Cooper City, FL
• 2009-09-11 → 2012-02-28
  Lpl Financial Llc
  Hohenwald, TN
• 2003-12-05 → 2009-09-30
  Mutual Service Corporation
  Boston, MA
  Hohenwald, TN
• 1999-03-24 → 2003-12-12
  Ubs Financial Services Inc.
  North Palm Beac, FL

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Vystar Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 5/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-14
• S63 Uniform Securities Agent State Law Examination
  1997-04-04

Other Names

• Donna Juanita Stoll
• Donna Stoll Legere
• Donna Stoll
• Donna Legere
• Donna J. Stoll