Jeremy Scott Harness

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

• 08/2019 → 08/2025
  Mml Investors Services, Llc
  Chesterfield, MO
• 06/2019 → 08/2025
  Mass Mutual Life Insurance Co
  Chesterfield, MO
• 01/2015 → 06/2019
  Ssm Health
  Saint Louis, MO
• 09/2025 → Present
  Lpl Financial Llc
  Saint Louis, MO

Previous Registrations

• 2020-06-03 → 2025-09-02
  Mml Investors Services, Llc
  Chesterfield, MO
  Ballwin, MO

Other Businesses

1- 09/02/2025/ Harness Financial LLC / DBA for LPL Business (entity for LPL business) / Investment Related / Start Date: 06/19/2019 / At reported business location(s) - 145 hrs mth / 40 hrs during trading . 2- 09/02/2025/ HARNESS FINANCIAL / Non-Variable Insurance Trails only / Investment Related / Ballwin, MO / Start date: 06/19/2019/ 5 hrs mth / 0.5 hrs during trading 3- 09/02/2025/ Centerpiece / Non-Variable Insurance / Investment Related / Ballwin. MO / Start date: 06/19/2019 / 5 hrs mth / 0.5 hrs during trading. 4- 09/02/2025 / 1st Advantage Bank / For-Profit Board Member / Not Investment Related / St. Peters, MO / Start date: 04/01/2025 - 1 hr during trading. 5- 10/21/2025 - Other - Travel - Not Investment Related - At Reported Business Location(s) - Start Date:10/31/2025 - 2 Hrs/Mth - 0 Hrs During Trading. 6- 11/10/2025 - Other - Information Technology - Consultant - Not Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 10 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-20
• S63 Uniform Securities Agent State Law Examination
  2019-10-29

Other Names

• Jeremy Scott Harness
• Jeremy Harness