Jenna Karrin O'connell

Current Employers

Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-09-30

IL RA
APPROVED

Since 2024-09-30

Branch Locations

2800 W. Higgins Road, Suite 100, Hoffman Estates, IL 60169 • United States

2651 Warrenville Road, Suite 200, Downers Grove, IL 60515 • United States

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • 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
Lpl Financial, Llc	Schaumburg	IL	06/2016	03/2021
Highpoint Advisor Group, Llc	Hoffman Estates	IL	06/2024	Present
Lpl Financial Llc	Hoffman Estates	IL	03/2021	Present

06/2016 → 03/2021

Lpl Financial, Llc

Schaumburg, IL
06/2024 → Present

Highpoint Advisor Group, Llc

Hoffman Estates, IL
03/2021 → Present

Lpl Financial Llc

Hoffman Estates, IL

Previous Registrations

2014-08-08 → 2016-07-11

Fifth Third Securities, Inc.

Schaumburg, IL

Other Businesses

1- 07/05/2016 - HIGHPOINT PLANNING PARTNERS - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 06/30/2016 - 150 hours per month/ 80 hours during trading 2- 07/05/2016 - HighPoint Advisor Group, LLC - Investment Related - Registered Investment Advisor Hybrid - Admin - At Reported Business Location(s) - Start Date 06/30/2016 - 50 hours per month/ 40 hours during trading 3- 06/07/2017 - Royal Palm Planning - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Schaumburg, IL - 140 hours per month/ 120 hours during trading 4- 01/31/2023 - CIG Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 01/11/2023 - 80 hours per month/ 75 hours during trading 5- 05/23/2025 - PROFESSIONAL WEALTH ADVIOSRS, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 01/02/2025 - 160 Hrs/Mth - 150Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-30

S66 Uniform Combined State Law Examination

2024-09-30

View on SEC IAPD