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Jeffrey Scott Jones Irwin

LPl Financial LLC

Fountain Valley, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-10
  • CA RA
    APPROVED
    Since 2023-02-10

Branch Locations

18651 Brookhurst St, Fountain Valley, CA 92708 • 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
OrganizationCityStateFromTo
Brenda Soto Bryan Insurance Agency Long Beach CA 02/2010 02/2022
Allstate Insurance Company Long Beach CA 02/2010 02/2022
Cuna Brokerage Services, Inc Waverly IA 02/2022 Present
Schoolsfirst Fcu Tustin CA 02/2022 Present
Lpl Financial Llc Tustin CA 05/2022 Present
  • 02/2010 → 02/2022
    Brenda Soto Bryan Insurance Agency
    Long Beach, CA
  • 02/2010 → 02/2022
    Allstate Insurance Company
    Long Beach, CA
  • 02/2022 → Present
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 02/2022 → Present
    Schoolsfirst Fcu
    Tustin, CA
  • 05/2022 → Present
    Lpl Financial Llc
    Tustin, CA
Other Businesses

1. 05-18-2022-SchoolsFirst Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2015-04-13
  • S66 Uniform Combined State Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2015-04-13
Other Names
  • Jeff Irwin
  • Jeffrey Scott Irwin

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
PERENNIAL FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.

Other Investors

EDWIN VAN ES
GABRIEL MARTIN
Blal Said
ELIJAH GRANT GOBLE
CHARLOTTE HUANG
WILLIAM ARTHUR OSLAND
JEFFERY GR GOBLE
GIESELLA ANNE EARLEY

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Fountain Valley, CA
CITIGROUP GLOBAL MARKETS INC. · Fountain Valley, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOUNTAIN VALLEY, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Fountain Valley, CA
PERENNIAL FINANCIAL SERVICES · Fountain Valley, CA
WELLS FARGO CLEARING SERVICES, LLC · FOUNTAIN VALLEY, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fountain Valley, CA
LPL FINANCIAL LLC · FOUNTAIN VALLEY, CA

More in Fountain Valley, CA

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