Jeffrey B Jones

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 01/2012 → 06/2017
  Cornerstone Permier Management Inc
  St Petersburg, FL
• 07/2016 → 11/2024
  Pruco Securities Llc
  Riverview, FL
• 07/2016 → Present
  The Prudential Insurance Company Of America
  Riverview, FL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Riverview, FL

Previous Registrations

• 2016-08-16 → 2024-11-12
  Pruco Securities, Llc.
  Tampa, FL
  Riverview, FL
• 2010-12-21 → 2016-08-09
  Waddell & Reed
  Charleroi, PA

Other Businesses

1) 11/21/2024 - Mount Carmel Baptist Church - Not Disclosable - Stewardship Chair of finance Committee no check writing privileges - Non-profit volunteer (not on board) - Non Inv Related - At Riverview, FL - Start Date 03/04/2019 - 10hrs/mth - 0hrs/mth During Trading 2) 11/21/2024 - Tampa Bay Neighborhood Housing Services - Oversee the monthly board meetings of the non-profit organization - Non-Profit Board Member - Non Inv Related - At Riverview, FL - Start Date 06/21/2021 - 10hrs/mth - 2hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-12-17

Other Names

• Jeffrey Jones