Jason Scott Pollack

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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 Enterprise, Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-04-30

CT RA
APPROVED

Since 2025-04-30

Branch Locations

South Windsor, CT • United States

1 Corporate Drive Suite 205, Shelton, CT 06484 • 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

Organization	City	State	From	To
Unemployed	West Palm Beach	FL	04/2016	11/2019
Reliant Realty	Royal Palm Beach	FL	12/2019	04/2022
Unemployed	South Windsor	CT	05/2022	02/2025
Lpl Enterprise Llc	Glastonbury	CT	02/2025	Present

04/2016 → 11/2019

Unemployed

West Palm Beach, FL
12/2019 → 04/2022

Reliant Realty

Royal Palm Beach, FL
05/2022 → 02/2025

Unemployed

South Windsor, CT
02/2025 → Present

Lpl Enterprise Llc

Glastonbury, CT

Other Businesses

1) 01/21/2026-ERA Blanchard & Rossetto-Real Estate Agent-Mortgage/Real Estate Services-Inv Related-At Manchester, CT-Start date 05/22/2022-15hrs/mth-15hrs/mth during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-30
S63	Uniform Securities Agent State Law Examination	2009-06-16

S66 Uniform Combined State Law Examination

2025-04-30
S63 Uniform Securities Agent State Law Examination

2009-06-16

View on SEC IAPD