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Jennifer Lee Zeits-Gasko

LPl Financial LLC

Port Charlotte, FL

Port Charlotte, FL

CRD 2433615

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-15
MI RA APPROVED 2023-01-11
TX RA APPROVED 2023-01-11
  • FL RA
    APPROVED
    Since 2026-01-15
  • MI RA
    APPROVED
    Since 2023-01-11
  • TX RA
    APPROVED
    Since 2023-01-11

Branch Locations

Port Charlotte, FL • United States

Port Charlotte, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 12/2022
Genisys Credit Union Dba Genisys Investment Services White Lake MI 04/2016 12/2022
Lpl Financial Llc Commerce Twp. MI 01/2023 Present
  • 01/2013 → 12/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2016 → 12/2022
    Genisys Credit Union Dba Genisys Investment Services
    White Lake, MI
  • 01/2023 → Present
    Commerce Twp., MI
Previous Registrations
  • 2016-09-16 → 2022-12-20
    Cetera Wealth Services, Llc
    Mechanicsburg, PA
    Westlake, OH
    White Lake, MI
    Pontiac, MI
    Waterford, MI
    Waterford, MI
    Waterford, MI
    Commerce Twp, MI
    Rochester Hills, MI
    Rochester Hills, MI
    Waterford, MI
    Commerce Twp, MI
    Waterford, MI
    Rochester Hills, MI
    Rochester Hills, MI
    Waterford, MI
Other Businesses

1) 1/2023- Lakes Financial Advice- DBA for LPL Business (entity for LPL business)- inv. related- Commerce Twp, MI 2) 09/29/2025- Lithops juntos- INV Related- At Reported Business Location(s)- Start date 10/01/2025- 10 Hours Per Month- 1 Hour During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-12
S63 Uniform Securities Agent State Law Examination 2009-07-13
  • S65 Uniform Investment Adviser Law Examination
    2016-09-12
  • S63 Uniform Securities Agent State Law Examination
    2009-07-13
Other Names
  • Jennie Zeits
  • Jennifer Zeits-Shelton
  • Jennifer Lee Zeits
  • Jennifer Lee Shelton
  • Jennifer Shelton

View on SEC IAPD

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