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Joel Gary Janssen

LPl Financial LLC

Portland, OR

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-04-22
OR RA APPROVED 2018-07-16
  • WA RA
    APPROVED
    Since 2019-04-22
  • OR RA
    APPROVED
    Since 2018-07-16

Branch Locations

Portland, OR • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Wells Fargo Advisors Portland OR 10/2012 11/2016
Wells Fargo Clearing Services, Llc Portland OR 11/2016 07/2018
Lpl Financial, Llc Portland OR 07/2018 Present
Previous Registrations
Other Businesses

1. 10/06/2025 - Welches Apres Adventure Abode LLC - Real Estate Rental - WELCHES OR - Inv rel - Start date: 09/5/2024 - 2hrs/mnth 0hrs during Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-10
S63 Uniform Securities Agent State Law Examination 1995-12-08
  • S65 Uniform Investment Adviser Law Examination
    2006-10-10
  • S63 Uniform Securities Agent State Law Examination
    1995-12-08
Designations

View on SEC IAPD

More in Portland, OR

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