Jeffrey Scott Ramsey

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

• 03/2009 → 02/2018
  Invest Financial Corp.
  Atlanta, GA
• 02/2018 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2009-03-31 → 2018-02-20
  Invest Financial Corporation
  Atlanta, GA
  Appleton, WI
  Appleton, WI
• 2008-05-23 → 2009-07-17
  Sovereign Financial Services, Llc
  Atlanta, GA

Other Businesses

1. 02/14/2018 - SOVEREIGN FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/01/09. 2. 02/14/2018 - Buckhead Beans - Not Investment Related - At Reported Business Location(s) - Other - For-Profit Business- Partner - 60 Hours Per Month. 3. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-07-03

Designations

• Certified Financial Planner

Other Names

• Jeff Ramsey
• Jeff Ramsey