Sijo Geo Job

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

Authority	Category	Status	Date
IL	RA	APPROVED	2022-07-01
TX	RA	APPROVED	2022-07-01

IL RA
APPROVED

Since 2022-07-01
TX RA
APPROVED

Since 2022-07-01

Branch Locations

1700 E Golf Rd., Ste 225, Schaumburg, IL 60173 • United States

Winfield, IL • 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
Jpmorgan Chase	Wheaton	IL	10/2011	06/2022
J.P. Morgan Securities Llc	Wheaton	IL	10/2012	06/2022
S Job Health, Inc.	Winfield	IL	08/2013	Present
Lpl Financial, Llc	Downers Grove	IL	07/2022	Present

10/2011 → 06/2022

Jpmorgan Chase

Wheaton, IL
10/2012 → 06/2022

J.P. Morgan Securities Llc

Wheaton, IL
08/2013 → Present

S Job Health, Inc.

Winfield, IL
07/2022 → Present

Lpl Financial, Llc

Downers Grove, IL

Previous Registrations

2013-02-21 → 2022-07-02

J.P. Morgan Securities Llc

Wheaton, IL

Bloomingdale, IL

Schaumburg, IL

Other Businesses

1. 07/01/2022 - S Job Health Inc. - Dietary Consultant - Non Inv Rel - Home Based - Start date: 2017 2. 07/01/2022 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) 3. 07/01/2022 - Non-Variable Insurance - At Reported Business Location(s) - Inv Rel - start date: 07/01/2022 4. 07/01/2022 - PWA Financial Services - Non-Variable Insurance - At Reported Business Location(s) - Inv Rel - start date: 07/01/2022 5. 11/04/2022 - J4 Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - - Start Date - 07/05/2022 - 120 Hours Per Month/40 Hours During Securities Trading 6. 01/30/2024 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 2 Hours Per Month/ During Trading 7. 06/17/2025 - Genesis Wealth LLC - DBA for LPL Business (entity for LPL business) - investment Related - At Reported Business Location(s) - Start Date: 07/01/2025 - 150 Hours Per Month/ 6 Hrs During Trading 8. 09/10/2025 - Outside/W-2 Employment - Home Based - Not Inv Rel - Start date: 09/08/2025 - 10Hours Per Month/ 0 Hrs During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-19
S63	Uniform Securities Agent State Law Examination	2011-11-15

S66 Uniform Combined State Law Examination

2013-02-19
S63 Uniform Securities Agent State Law Examination

2011-11-15

Designations

Certified Financial Planner

Other Names

Sijo G Job
Sijo G Job

View on SEC IAPD