Jon P Glink

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

• 01/2013 → 08/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2020 → Present
  Pelorus Financial Group
  Jefferson, OH
• 08/2022 → Present
  Lpl Financial Llc
  Jefferson, OH

Previous Registrations

• 2011-10-11 → 2022-08-31
  Cetera Wealth Services, Llc
  Geneva, OH
  Jefferson, OH
• 2009-04-24 → 2011-10-20
  New England Securities
  Ashtabula, OH

Other Businesses

1)08/12/2022 - Pelorus Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2022 2)08/12/2022 - Pelorus Financial Group LLC - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start: 07/2012 3)08/12/2022 - Non-Variable Insurance - Self Employed - Inv Rel - At Reported Business Location(s) - Start:: 01/2009

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-16