Best Investors Account Sign in

Jenna Hokanson

LPl Financial LLC

Joelton, TN

Fort Mill, SC

CRD 6328705

Claim This Profile
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
TN RA APPROVED 2024-03-27
  • TN RA
    APPROVED
    Since 2024-03-27

Branch Locations

Joelton, TN • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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 Fs Weehawken NJ 08/2015 03/2024
Lpl Financial Llc Fort Mill SC 03/2024 Present
  • 08/2015 → 03/2024
    Ubs Fs
    Weehawken, NJ
  • 03/2024 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-26
  • S66 Uniform Combined State Law Examination
    2015-10-26
Designations
  • Certified Financial Planner
Other Names
  • Jenna Snyder
  • Jenna Elizabeth Snyder

View on SEC IAPD

More in Joelton, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor