Jennifer J Clyde

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-16

CA RA
APPROVED

Since 2024-09-16

Branch Locations

Cool, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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

Organization	City	State	From	To
Geneos Wealth Management	Auburn	CA	10/2010	09/2024
Kenny Clyde Financial	Auburn	CA	10/2010	Present
Lpl Financial Llc	Cool	CA	09/2024	Present

10/2010 → 09/2024

Geneos Wealth Management

Auburn, CA
10/2010 → Present

Kenny Clyde Financial

Auburn, CA
09/2024 → Present

Lpl Financial Llc

Cool, CA

Previous Registrations

2012-08-30 → 2024-09-13

Geneos Wealth Management, Inc.

Auburn, CA

Cool, CA

Other Businesses

1) 08/2024 - Kenny Clyde Financial / Notary / Inv. Related / Start date 11/15/2022 - 1 Hrs per month - 1 % Time Spent 2) 08/2024 - Kenny Clyde Financial / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-24

S66 Uniform Combined State Law Examination

2012-08-24

Other Names

Jennifer Shade
Jennifer J Oneal

View on SEC IAPD