Jeffrey Marc Alexander

Current Employers

Employment History

• 07/2015 → Present
  Lpl Financial Llc
  Newport, RI
• 07/2015 → 05/2021
  U.S. Financial Advisors, Llc
  Braintree, MA
• 05/2021 → Present
  Great Valley Advisor Group, Inc.
  Newport, RI

Previous Registrations

• 2015-07-13 → 2021-08-10
  U.S. Financial Advisors
  Newport, RI
  Wilmington, DE
  Newport, RI
• 2010-02-22 → 2015-07-09
  Citizens Securities, Inc.
  Middletown, RI
  Newport, RI
  New Bedford, MA
  Newport, RI
  Middletown, RI
  Newport, RI
  Middletown, RI
  So. Dartmouth, MA
  Plymouth, MA
• 2009-04-06 → 2010-03-08
  Investment Professionals, Inc.
  San Antonio, TX
  Middleboro, MA
• 2008-07-08 → 2009-03-31
  Banc Of America Investment Services, Inc.
  New Bedford, MA
• 1994-01-03 → 2005-01-25
  Ameriprise Financial Services, Llc
  Cocoa Beach, FL

Other Businesses

1. 7/8/2015 - US Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/3/2015. 2. 10/28/2015 - US Wealth Management Newport - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 08/01/2015 - 50 Hours Per Month/0 Hours During Securities Trading. 3. 10/31/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 10/24/2023 - 5 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/08/2024 - Great Valley Advisor Insurance Brokers - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 10/24/2023 - 5 Hrs/Mo; 1 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-07
• S63 Uniform Securities Agent State Law Examination
  1994-01-12