Carly J Jenkins

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

• 06/2014 → 03/2025
  The Investment Center Inc
  Monongahela, PA
• 03/2019 → 03/2025
  Ic Advisory Services Inc
  Monongahela, PA
• 03/2025 → Present
  Lpl Financial Llc
  Monongahela, PA

Previous Registrations

• 2019-03-27 → 2025-03-06
  Ic Advisory Services, Inc.
  Monongahela, PA
  Bedminster, NJ

Other Businesses

1. 03/06/2025- Jenkins Tax, Accounting & Financial Services- Outside/W-2 Employment- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 12 Hours Per Month- 7 Hours During Trading 2. 03/06/2025- Carly J. Jenkins- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 12 Hours Per Month- 7 Hours During Trading 3. 03/06/2025- Carly J. Jenkins and Bryan Johnson- Real Estate Rental- INV Related- At Fayette City, PA- Start date 03/15/2022- 1 Hour Per Month 4. 03/06/2025-Carly J. Jenkins and Bryan Johnson- Real Estate Rental- INV Related- At Fayette City, PA- Start date 07/01/2017- 1 Hour Per Month

Exams

• S66 Uniform Combined State Law Examination
  2019-03-23

Other Names

• Carly J Jenkins
• Carly J Mowrey