Jessica Arlin Dun Young

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

• 09/2010 → Present
  Bancwest Investment Services
  San Francisco, CA
• 09/2010 → Present
  Bank Of The West
  San Francisco, CA
• 07/2023 → Present
  Lpl Financial Llc
  San Francisco, CA

Previous Registrations

• 2012-05-18 → 2023-07-19
  Bancwest Investment Services, Inc.
  Burlingame, CA
  San Mateo, CA
  San Francisco, CA
  Daly City, CA
  Danville, CA
  San Ramon, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Daly City, CA
  San Francisco, CA
  San Francisco, CA
  Daly City, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  South San Francisco, CA
  Omaha, NE

Other Businesses

1) 05/16/2023 - LOVE @ FIRST BITE - Not Investment Related - RESTAURANT - SILENT PARTNER - Start Date 01/01/2016 - 5 HRS/WK 2) 05/16/2023 - I NEED SOME SPACE, LLC - REAL ESTATE - SOLE PROPRIETORSHIP - INVESTMENT/RENTAL INCOME - Start Date 11/11/21 3) 05/16/2023 - Rental - Investment Related - Davis, CA - Real Estate Rental - Owner - Start Date 01/01/2009 - 1 Hour Per Month/ 1 Hour During Trading - Time Spent 100% 4. 05/16/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2012-05-17

Other Names

• Dun Arlin Jessica
• Jessica Arlin Dun