James J Giordano

Current Employers

Employment History

• 08/2014 → 11/2018
  Oceanfirst Bank
  Brick, NJ
• 08/2014 → 05/2025
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Brick, NJ

Previous Registrations

• 2014-08-26 → 2025-05-15
  Sorrento Pacific Financial, Llc
  Toms River, NJ
  Jackson, NJ
  Freehold, NJ
  Manasquan, NJ
  Spring Lake Heights, NJ
  Jackson, NJ
  Toms River, NJ
  Toms River, NJ
  Forked River, NJ
  San Diego, CA
  Brick, NJ
• 2013-05-10 → 2014-07-09
  Securian Financial Services, Inc.
  Clark, NJ
  Parsippany, NJ

Other Businesses

1- 05/15/2025: Coastal Wealth Management LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/1/2018; 160hrs/mo.; 6hrs during trading. 2- 05/15/2025 - Coastal Accounting Services LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 10 hours per month/1 hour during trading 3- 11/10/2025 - Mountain Life Insurance Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 4 hours per month/ during trading 4- 11/10/2025 - OceanView - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 4 hours per month/ during trading 5- 11/10/2025 - Simplicity Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 4 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-05-06

Other Names

• James J Giordano
• James J Giordano