Christopher Brian Mankoff

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

• 05/2016 → 05/2019
  Jpmorgan Securities Llc
  Colleyville, TX
• 01/2018 → 05/2019
  Jpmorgan Chase Bank, N.A
  Colleyville, TX
• 05/2019 → 09/2020
  Waddell & Reed, Inc.
  Southlake, TX
• 05/2019 → 09/2020
  Various Insurance Carriers For W&R Insurance Agencies
  Roanoke, TX
• 05/2019 → 09/2020
  Jimmy Lee
  Dallas, TX
• 05/2016 → 05/2019
  Jp Morgan Securities, Llc
  Grapevine, TX
• 09/2020 → Present
  Lpl Financial, Llc
  Plano, TX

Previous Registrations

• 2019-05-24 → 2020-09-10
  Waddell & Reed
  Edmond, OK
  Dallas, TX
  Southlake, TX
• 2016-05-24 → 2019-06-11
  J.P. Morgan Securities Llc
  Colleyville, TX
  Grapevine, TX
• 2010-02-19 → 2016-05-16
  Td Ameritrade, Inc.
  Plano, TX
  Southlake, TX
  Fort Worth, TX
• 2011-11-02 → 2016-05-16
  Td Ameritrade Investment Management, Llc
  Plano, TX
  Southlake, TX
• 2010-01-12 → 2010-02-17
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

1. 9/3/2020 - JTL Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2019.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29

Designations

• Certified Financial Planner

Other Names

• Chris Mankoff