Jennifer Williams

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

• 01/2008 → 02/2020
  Citizens Bank
  New Kensington/Lower Burrell, PA
• 01/2014 → 02/2020
  Citizens Securities, Inc.
  Lower Burrell, PA
• 02/2020 → 05/2022
  Citizens Securities, Inc.
  Lower Burrell, PA
• 05/2022 → Present
  Lpl Financial Llc
  Harrisburg, PA
• 05/2022 → Present
  Pennsylvania State Employee Credit Union
  Harrisburg, PA

Previous Registrations

• 2016-08-19 → 2022-06-01
  Citizens Securities, Inc.
  Lower Burrell, PA
  Monroeville, PA
  Middletown, PA
  Monroeville, PA
  New Kensington, PA
  Leechburg, PA
  New Kensington, PA
  West Mifflin, PA
  North Versailles, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Turtle Creek, PA
  Pittsburgh, PA

Other Businesses

1. 08/02/2022 - PSECU Financial Services Available through LPL Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date - 05/31/2022 - 40 Hours Per Month/40 Hours During Securities Trading. 2. 2/21/2023 - PSECU Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date - 12/22/2022 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-19
• S63 Uniform Securities Agent State Law Examination
  2014-12-20

Other Names

• Jennifer Williams
• Jennifer Egbert