Jesse Robert Stabile

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

• 10/2015 → 05/2017
  Foresters Advisory Services, Llc
  Lombard, IL
• 10/2015 → 05/2017
  Foresters Financial Services
  Lombard, IL
• 05/2017 → 03/2021
  Bmo Harris Financial Advisors
  Buffalo Grove, IL
• 03/2021 → 04/2022
  Lpl Financial Llc
  Wheeling, IL
• 01/2025 → Present
  Lpl Financial Llc
  Buffalo Grove, IL
• 04/2022 → 01/2025
  Wintrust Investments Llc
  Buffalo Grove, IL

Previous Registrations

• 2022-04-04 → 2025-01-23
  Wintrust Investments Llc
  Chicago, IL
  Buffalo Grove, IL
  Antioch, IL
• 2021-03-24 → 2022-04-20
  Lpl Financial Llc
  Buffalo Grove, IL
  Wheeling, IL
  Rolling Meadows, IL
• 2017-05-15 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Buffalo Grove, IL
  Wheeling, IL
  Chicago, IL
  Northbrook, IL
• 2015-10-01 → 2017-05-15
  Foresters Advisory Services, Llc
  Lombard, IL

Other Businesses

1. 01/2025- Wintrust Investments, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2022- 160 Hours Per Month- 130 Hours During Trading 2) 03/20/2026-Jesse Stabile-Survey Taker-Other-Not inv related-At Antioch, IL-Start date 01/01/2026-1hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-15
• S63 Uniform Securities Agent State Law Examination
  2010-08-18

Designations

• Certified Financial Planner