Jerome Maurice Newbill

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

• 01/2011 → Present
  Lpl Financial
  King William, VA

Other Businesses

1. 06/14/2012 - REAL ESTATE AGENT/ LICENSED AGENT FOR KELLER WILLIAMS REALTY FRANCHISE/ 30%/ GLEN ALLEN, VA. 2. 9/25/2013: NON-VARIABLE INSURANCE - AGENT SELLING FIXED LIFE AND FIXED ANNUITIES. - TIME SPENT 25% - KING WILLIAM, VA. 3. 10/16/2014: OTHER - REAL ESTATE - LICENSED REAL ESTATE AGENT, DALTON REALTY - 10 HOURS PER MONTH/4 HOURS DURING TRADING - RICHMOND, VA.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-11

Other Names

• Jerome Maurice Newbill