Wendy Felicia Jacobson-Rosen

Current Employers

Employment History

• 06/1989 → 10/2020
  Marc Jacobson &Amp; Associates
  Northbrook, IL
• 04/2003 → 01/2023
  The Prudential Insurance Company Of America
  Northbrook, IL
• 04/2003 → 01/2023
  Pruco Securities, Llc
  Northbrook, IL
• 01/2023 → Present
  The Prudential Insurance Company Of America
  Lake Zurich, IL
• 01/2023 → 11/2024
  Pruco Securities, Llc
  Lake Zurich, IL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Northbrook, IL

Previous Registrations

• 2023-01-27 → 2024-11-14
  Pruco Securities, Llc.
  Northbrook, IL
  Northbrook, IL
  Northbrook, IL
  Lake Zurich, IL
  Lake Zurich, IL
  Northbrook, IL

Other Businesses

1) 09/27/2024 - BenAdvance - Broker for Medical Insurance - Non-Variable Insurance - Inv Related - At Lake Zurich, IL - Start Date 09/18/2024 - 5hrs/mth -5hrs/mth 2) 09/27/2024 - BCBS of IL - Broker for Medical Insurance - Non-Variable Insurance - Inv Related - At Lake Zurich, IL - Start Date 09/16/2021 - 5hrs/mth -5hrs/mth 3) 09/26/2024 - GAFF Partners LLC - Landlord for office space and warehouse - Real Estate Rental - Inv Related - At Lake Zurich, IL - Start Date 05/31/2006 - 0hrs/mth -0hrs/mth 4) 09/26/2024 - GAFF Partners LLC - Landlord of office Space and warehouse - Real Estate Rental - Inv Related - At Lake Zurich, IL - Start Date 05/31/2006 - 0hrs/mth -0hrs/mth 5) 09/26/2024 - GAFF LLC - Landlord of office Space and warehouse - Real Estate Rental - Inv Related - At Lake Zurich, IL - Start Date 05/31/2006 - 0hrs/mth -0hrs/mth 6) 09/26/2024 - Eugene Cohen Agency - Broker for fixed life and DI and LTC insurance - Non-Variable Insurance - Inv Related - At Lake Zurich, IL - Start Date 04/18/2022 - 5hrs/mth -5hrs/mth 7) 09/27/2024 - W2 Group - DBA for LPL Business (entity for LPL business) - Insurance and investments - Inv Related - At Lake Zurich, IL - Start Date 02/17/2022 - 160hrs/mth - 160hrs During Trading 8) 01/20/2026-JRC Legacy Partners LLC-Single Member of LLC-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/01/2026-160hrs/mth-160hrs/mth during trading 9) 01/20/2026-JRC Legacy Partners LLC-Single Member of LLC-Non-Variable Insurance-Inv Related-At Northbrook, IL-Start date 01/01/2026-20hrs/mth-20hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  1993-03-10

Other Names

• Wendy Felicia Jacobson
• Wendy Felicia Rosen