John M Jefferson

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

• 12/2005 → 07/2021
  Waddell & Reed, Inc.
  Woburn, MA
• 01/2006 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Burlington, MA
• 01/2019 → 07/2021
  Jmj Financial Partners, Inc.
  Woburn, MA
• 07/2021 → Present
  Lpl Financial Llc
  Woburn, MA

Previous Registrations

• 2008-03-18 → 2021-07-21
  Waddell & Reed
  Dover, MA
  Hamden, CT
  Woburn, MA

Other Businesses

1- 1/2019 / JMJ Financial Partners Inc. / Business Entity For Tax/Investment Purposes Only / Investment Related / Woburn, Ma 01801 2- 1/2019 / JMJ Financial Partners Inc. / Non-Variable Insurance / Investment Related / Woburn, Ma 01801 3- 1/2019 / DBA for LPL Business (entity for LPL business) / JMJ Financial Partners, Inc / Investment Related / Woburn, Ma 01801

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-29
• S63 Uniform Securities Agent State Law Examination
  2006-01-06

Other Names

• Jack Jefferson
• John Jefferson