Jeffrey Alan Delcorse

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-08
IL	RA	APPROVED	2020-12-15

TX RA
APPROVED

Since 2021-11-08
IL RA
APPROVED

Since 2020-12-15

Branch Locations

Downers Grove, IL • United States

1011 Warrenville Rd Suite 155, Lisle, IL 60532 • 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
Envestnet Asset Management, Inc.	Chicago	IL	05/2006	12/2020
Portfolio Brokerage Services, Inc.	Chicago	IL	05/2006	12/2019
Lpl Financial, Llc	Downers Grove	IL	12/2020	Present

05/2006 → 12/2020

Envestnet Asset Management, Inc.

Chicago, IL
05/2006 → 12/2019

Portfolio Brokerage Services, Inc.

Chicago, IL
12/2020 → Present

Lpl Financial, Llc

Downers Grove, IL

Previous Registrations

2010-04-05 → 2020-12-21

Envestnet Pmc

Berwyn, PA

Other Businesses

1.12/15/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name EQUILIBRIUM WEALTH MANAGEMENT LLC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.12/15/2020; PINE GROVE CENTER LLC; Real Estate Rental; Investment Related; Chicago,IL; Start Date 09/21/2017; 1hrs/mth; 0hrs during trading 3.12/15/2020; BITTERSWEET PLACE LLC; Real Estate Rental; Investment Related; Downers Grove,IL; Start Date 06/28/2018; 0hrs/mth; 0hrs during trading 4.12/22/2020; EQUILIBRIUM FINANCIAL PLANNING LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 11/25/2020; 160hrs/mth; 7.5hrs during trading 5.01/10/2022; NONE; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/31/2021; 5hrs/mth; 5hrs during trading 6.08/20/2026; National Life Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/17/2026; 2hrs/mth; 2hrs during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-12-22
S66	Uniform Combined State Law Examination	2009-06-04

S63 Uniform Securities Agent State Law Examination

2020-12-22
S66 Uniform Combined State Law Examination

2009-06-04

Designations

Other Names

Jeff Delcorse

View on SEC IAPD