Jared Incinelli

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

• 01/2013 → 04/2021
  Morgan Stanley
  Winter Park, FL
• 01/2015 → 04/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2021 → Present
  Lpl Financial, Llc
  Winter Park, FL

Previous Registrations

• 2013-01-23 → 2021-05-10
  Morgan Stanley
  Winter Park, FL
• 2008-08-11 → 2013-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL

Other Businesses

1. 4/16/2021 - Gulfstream Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 07/28/2022 - The Geneva School of Florida - Not Investment Related - 1775 Seminola Blvd. Casselberry, FL. 32707 - Outside/W-2 Employment - Head Varsity Softball Coach - Start Date - 07/08/2022 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-04

Other Names

• Jared Victor Incinelli
• Jared V Incinelli