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John Paul Jordan

LPl Financial LLC

Edina, MN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-09-08
  • MN RA
    APPROVED
    Since 2022-09-08

Branch Locations

4450 W 76Th St, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Inc. Plymouth MN 12/2015 09/2022
Lpl Financial, Llc New Hope MN 08/2022 Present
Royal Credit Union Edina MN 09/2022 Present
  • 12/2015 → 09/2022
    Sagepoint Financial Inc.
    Plymouth, MN
  • 08/2022 → Present
    New Hope, MN
  • 09/2022 → Present
    Royal Credit Union
    Edina, MN
Previous Registrations
  • 2015-12-01 → 2022-09-12
    Osaic Services, Inc.
    Plymouth, MN
    Forest Lake, MN
    New Hope, MN
  • 2014-01-13 → 2015-11-25
    St. Louis Park, MN
    Maple Grove, MN
Other Businesses

1) 9/2022- Current Financial - DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 05/31/2024 - Wealth Management at Royal Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 160 Hours Per Month/ 8 Hours During Trading 3) 06/11/2024 - RCU Wealth Management at Royal Credit Union - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/11/2024.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-31
S63 Uniform Securities Agent State Law Examination 2009-07-01
  • S65 Uniform Investment Adviser Law Examination
    2009-12-31
  • S63 Uniform Securities Agent State Law Examination
    2009-07-01

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