Jonathan Bradley Lybeck

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

• 12/2010 → 05/2022
  Cuna Brokerage Services, Inc
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Livonia, MI

Previous Registrations

• 2011-01-21 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Southgate, MI
  Brownstown, MI
  Waverly, IA
  West Bloomfield, MI
  Waterford, MI
  Westland, MI
  Livonia, MI
  Southgate, MI
  Allen Park, MI
  Dearborn, MI
  Flint, MI

Other Businesses

1. 05/18/2022 - GLP & Associates - Investment Related - 37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331 - Trails Only - Start Date: 2010 - 0 Hours Per Month/0 Hours During Trading - Time Spent 0%. 2. 05/19/2022 - Zeal Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Trading. 3. 08/21/2022 - Jon Lybeck Photography - Not Investment Related - Home Based - Business Owner - hobbyist photographer - Start Date - 09/01/2022 - 8 Hours Per Month/0 Hours During Securities Trading. 4. 05/21/2024 - 7North Studios, LLC - Rep's Business - Partner - Not Investment Related - Home Based - Start Date 02/02/2024 - 12 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-30
• S63 Uniform Securities Agent State Law Examination
  2007-02-05

Other Names

• Jonathan Bradley Lybeck