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Jacqueline Danielle Jenkins

LPl Financial LLC

Tampa, FL

CRD 6171299

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-17
  • FL RA
    APPROVED
    Since 2023-05-17

Branch Locations

3410 Henderson Blvd. Suite 200, Tampa, FL 33609 • 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
First Command Financial Planning, Inc Fort Worth TX 12/2014 05/2023
First Command Insurance Services, Inc. Fort Worth TX 12/2014 05/2023
First Command Advisory Services Fort Worth TX 12/2015 05/2023
Lpl Financial Tampa FL 05/2023 Present
  • 12/2014 → 05/2023
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 12/2014 → 05/2023
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2015 → 05/2023
    Fort Worth, TX
  • 05/2023 → Present
    Lpl Financial
    Tampa, FL
Previous Registrations
  • 2015-12-15 → 2023-05-31
    Fort Worth, TX
    Tampa, FL
  • 2014-08-14 → 2015-12-15
    First Command Brokerage Services, Inc.
    Tampa, FL
Other Businesses

1) 05/2023 - Higher Standards Financial Planning - DBA for LPL Business (entity for LPL business) - Inv. Related - Tampa, FL -160hrs/month - 100% time spent 2) 05/2023 - J D Investments Of Tampa Inc. - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Tampa, FL - Co-owner - Start Date 11/06/2018 - 1-5hrs/month - 1% time spent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-08
  • S65 Uniform Investment Adviser Law Examination
    2014-08-08
Other Names
  • Jacqueline D Westuba
  • Jacqueline Danielle Westuba
  • Jacqueline Danielle Jenkins

View on SEC IAPD

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