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Jonathan Kesselman

LPl Financial LLC

Westlake, OH

Westlake, OH

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-12
TX RA APPROVED_RES 2023-04-26
  • OH RA
    APPROVED
    Since 2023-05-12
  • TX RA
    APPROVED_RES
    Since 2023-04-26

Branch Locations

159 Crocker Park Blvd Suite 400, Westlake, OH 44145-8147 • United States

159 Crocker Park Blvd Ste 400, Westlake, OH 44145 • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc. (8174) Cleveland OH 07/2013 04/2023
Lpl Financial Llc Westlake OH 04/2023 Present
  • 07/2013 → 04/2023
    Ubs Financial Services Inc. (8174)
    Cleveland, OH
  • 04/2023 → Present
    Lpl Financial Llc
    Westlake, OH
Previous Registrations
Other Businesses

04/2023 - Kesselman Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-30
  • S66 Uniform Combined State Law Examination
    2013-08-30
Designations
Other Names
  • Jonathan Mark Kesselman

View on SEC IAPD

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