Jeremy Ryan Schuyler

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

• 09/2011 → Present
  Waddell & Reed Inc
  Overland Park, KS
• 07/2021 → Present
  Lpl Financial Llc
  Overland Park, KS

Previous Registrations

• 2011-09-21 → 2021-07-21
  Waddell & Reed
  Overland Park, KS
• 2010-09-10 → 2011-08-16
  Waddell & Reed
  Topeka, KS

Exams

• S66 Uniform Combined State Law Examination
  2010-09-01