Jeffrey P Clemente

Current Employers

Employment History

• 01/2012 → Present
  Lpl Financial Llc
  Wilkes Barre, PA
• 06/2015 → Present
  Jacobi Capital Management, Llc
  Wilkes Barre, PA

Previous Registrations

• 2011-11-28 → 2012-01-10
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

1. 05/31/2012 - JACOBI CAPITAL MANAGEMENT LLC / RIA IS PART OF HYBRID OFFICE. FEE BASED ASSET MANAGEMENT OF FINANCIAL PLANNING. NON PRODUCING - ADMIN POSITION. / REGISTERED INVESTMENT ADVISOR / TIME SPENT 100% / WILKES BARRE, PA 2. JACOBI WEALTH ADVISORS - INV REL - 620 BALTIMORE DR WILKES BARRE PA 18702 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 08/18/2015 - 23 HOURS PER MONTH, 23 DURING TRADING - THIS NAME IS ALSO THE DBA OF OUR RIA, JACOBI CAPITAL MANAGEMENT, LLC 3. 08/25/2015 - JACOBI CAPITAL MANAGEMENT, LLC - INV REL - 620 BALTIMORE DRIVE, WILKES BARRE PA 18702 - REGISTERED INVESTMENT ADVISOR DBA - START 08/18/2015 - 150 HOURS PER MONTH, 150 DURING TRADING - IAR. 4. 12/9/2015: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 03/25/2014 - 1 Hour Per Month During Securities Trading - Public Notary. No employees. 5. 3/13/2023 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - insurance agent - Start Date - 02/22/2023 - 1 Hours Per Month/1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2011-10-21
• S63 Uniform Securities Agent State Law Examination
  2011-10-04

Designations